Bob Falconiero

I help business owners, healthcare professionals, corporate executives, and ultra-affluent families simplify complex financial decisions and achieve long-term financial confidence. My focus is on strategies that preserve and grow wealth, optimize retirement planning, and guide clients through major financial transitions.

Bob is committed to ongoing professional education to help him understand market changes and present clients with new opportunities. Bob is a CERTIFIED FINANCIAL PLANNER®, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™, CRPC™ designations. Bob currently holds his Series 7 and 66 FINRA registrations, in addition to holding his insurance license.

Before joining Merrill Lynch Wealth Management in 2019, I worked as an Orthopedic Trauma Consultant at Johnson & Johnson, giving me a unique perspective on planning for professionals and entrepreneurs. I earned my MBA in Finance from Drexel University’s LeBow College of Business and a Bachelor’s degree from Drew University, where I also played college basketball.

I’m committed to ongoing education and staying ahead of market trends to present clients with new opportunities. Outside of work, I serve on the Board of Goodwill Industries of Southern New Jersey and Philadelphia and enjoy time with my wife, Lindsey, our three children, and our dogs.