Robert joined Merrill Lynch Wealth Management in 1995 and is a First Vice President, Wealth Management Advisor in the Melville, NY branch. He also currently holds the Certified Plan Fiduciary Advisor® designation. He believes that a goals based approach is critical and focuses on tailoring a strategy to the unique needs of the individual client.
Before any financial decisions are made Bob will take the time to fully understand who you are and what matters most to you. It is with this knowledge that he and his team will work to help you establish the objectives, set up the plan and regularly review your progress to achieving your goals.
Bob is a lifelong resident of Long Island and currently resides in Garden City with his wife, Valerie, and their four sons, Robert, Dean, Matthew and Richie. He is a graduate of Long Island University-C.W. Post campus.
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.
