“We’re driven by the loyalty, trust and friendship of clients. Meeting their financial needs professionally and proactively is a mission we each share.”
A financial services veteran, Robert joined Merrill Lynch Wealth Management in 1997. Over the years, Robert has felt the satisfaction of seeing clients’ hard work rewarded with positive financial outcomes – including fulfilling lifestyles and lasting legacies. Today, Robert focuses on portfolio construction and the development of trust and estate planning strategies.
Robert graduated from the University of Delaware with a Bachelors of Science degree in Economics. He grew up on Kadena Air Force Base in Okinawa, Japan, and moved to Delaware when he was 18 years old. Since 2002, Robert has called Burlington, New Jersey, his home. During Robert’s favorite “away from the office moments,” he can be found playing plenty of tennis, at the beach, and visiting his family in Hawaii.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
