Rob began his career in financial services in 2000. Joining Merrill Lynch Wealth Management in 2006 with a belief that wealth provides choices. Having a disciplined strategy and road map of financial considerations creates the freedom to live a financially independent life. With a dedicated approach to each client’s goals and circumstances allows for an approach of collaboration.
He received his bachelor’s degree in Economics from The University of North Carolina at Greensboro in 2000 and his Certificate of Financial Planning from Georgetown University Center for Professional Development in 2005.
Rob follows a disciplined process that begins with taking the time to get to know each client and the client’s family, financial situation and what matters most to them. He is passionate about delivering excellent service. He is a CERTIFIED FINANCIAL PLANNER™ certificant.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Wealth requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what's important to you.
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.
