Robert Lewton joined Merrill in 1983 and is a First Vice President and Wealth Management Advisor. He provides a wide array of retirement and college planning services, as well as portfolio development. Mr. Lewton holds the Chartered Retirement Planning Counselor( CRPC® )designation. He is a Portfolio Manager, who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds a Certificate Degree in Financial Planning from New York University. He is also one of a select group of Merrill advisors that has earned the designation of Retirement Accredited Financial Advisor (RAFA) and can offer, service and provide access to fiduciary advisory services to defined contribution plans. He is also qualified as a General Securities Sales Supervisor FINRA Series 9 and 10. He currently does not perform sales supervisory responsibilities. In Mr. Lewton's early years at Merrill Lynch Wealth Management, he worked in the firm's Government Relations Office on tax, banking and securities issues. He also managed Merrill's Political Action Committee, which worked in Washington, D.C., to protect and advance the interests of individual investors. He is a cum-laude graduate of Columbia College, NY (B.A.) and Balliol College, University of Oxford with an M.LITT. research degree in International Economic Relations. Interests include: University Glee Club of New York City (First Tenor; former Treasurer and Endowment Committee Member); The Stollers, a NJ Community Theatre Group; and horology.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.