Rob has been in the financial services industry since 1996 and joined Merrill Lynch Wealth Management in 2012. His practice focuses on addressing the diverse goals associated with managing the wealth and finances of affluent families, Wall Street professionals (private equity, venture capital, hedge fund, asset management), physicians, business owners, entrepreneurs and retirees as they pursue their financial objectives and aspirations. He works with each client to maximize their financial situation by developing highly customized investment strategies, providing access to credit and lending, mitigating taxes and helping to ensure their assets are preserved.
Rob has always been committed to staying at the forefront of the industry by obtaining continuing education and pursuing various industry specific designations. He is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the CRPC, CPFATM and RAFA designations. As a Senior Portfolio Advisor, he can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Rob obtained his bachelor’s degree in Economics from Rutgers College, New Brunswick, N.J. and is a graduate of Christian Brothers Academy, Lincroft, N.J.
Using his extensive investment experience and leveraging the platform of Merrill, Rob is able to offer a wide range of investment strategies including equities, fixed income, alternative investments, options, ETFs and other types of investments. He also offers customized lending solutions and home mortgages through Bank of America.
Rob and his wife, Mary Ellen, live in Middletown, N.J. with their daughter and are active members in St. Leo the Great Church. They are also passionate about supporting various charitable organizations in the community to support the welfare of children.
NMLS# - 1041794
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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.
