Bob Barrette
,

Senior Vice President, Wealth Management Advisor

45 William Street
Wellesley Hills, MA 02481
781.283.5630
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

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 Higgins and Ellen Pumphret Registered Senior Wealth Management Client Associates

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.



\*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Robert Barrette is registered to do business in AR, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WI, WV.