Robert has been in the financial services industry since 1999 and joined Merrill Lynch Wealth Management in 2001. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses that addresses their risk tolerance, time horizon, liquidity needs and overall investment goals.
Shortly after joining Merrill as a financial advisor, Robert took over an additional role as a regional training coordinator. Helping assist with the ongoing training, education and development of all new financial advisors out of the Short Hills, Metro Park, and Westfield offices. Robert has lectured nationally for Merrill, helping thousands of Financial Advisors across the country.
In 2011 Robert was appointed the Resident Director of the Westfield office. He continues to work as an advisor while overseeing the operations of 20 experienced financial advisors.
Robert received his Bachelor of Arts degree from Ursinus College in 1996. He is active in his community, serving on the board of the Westfield Foundation, and as the president of the Lauren Mary Francis Foundation, a registered 501c nonprofit organization dedicated to finding a cure for Rett Syndrome and CDKL5. Robert is married with four children and makes his home in Westfield, New Jersey. In his spare time Robert enjoys coaching lacrosse, fishing, playing ice hockey and surfing.
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.
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.