Robert Nero has been in the financial services industry since 1996 and joined Merrill Lynch Wealth Management in 2015. Robert uses his extensive background in retail banking, access to the investment resources of Merrill Lynch Wealth Management, and banking convenience of Bank of America to work closely with his clients to help address the various aspects of their financial lives. His focus is developing a close connection and deep understanding of each client's short and long-term objectives to construct personalized strategies for each client, based on their expressed goals. Robert is a graduate of Tufts University with a bachelor's degree in English and American Literature. He and his wife live on Long Island, in Huntington Village and are avid travelers.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
