Bob has been a Wealth Management Advisor with Merrill Lynch Wealth Management for over 30 years. He combines his decades of experience with the deep capabilities of Merrill to advise clients on the creation, growth, preservation and transfer of wealth.

Bob draws on a team of resources from both inside and outside the firm to address each client’s specific needs and aspirations. He develops and coordinates precise strategies across a variety of disciplines including portfolio management, income and asset preservation, retirement income planning, concentrated stock management and wealth transfer, among others.

Bob implements these strategies using a wide range of traditional, customized and alternative investment vehicles and a variety of account/ownership structures. The result is a portfolio tailored to reflect clients’ own particular goals and preferences. With consistent reviewing of portfolios and regular contact with clients, Bob works to keep their assets properly aligned both with their goals and with risks and opportunities of the marketplace.

Bob is a graduate of Georgetown University and holds the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™ and taught in conjunction with the Wharton School of Business. He and his wife, Michelle, are the parents of five children.

Tracy and Ellen bring extensive capabilities in servicing clients’ administrative and operational needs, each with decades of experience. Tracy has been with Merrill Lynch Wealth Management since 1985 and has held a variety of positions with the firm, giving her insight to many different operational and administrative aspects of client service. Ellen began with Merrill in 1990 and also has very extensive market and client service experience.