After spending several years servicing the financial needs of Morgan Stanley's clientele, Robert was recruited to join Merrill Lynch Wealth Management in 2015. During his career over the last decade, Robert has gained critical insight into investor behavior and built a strong reputation for delivering comprehensive planning strategies to high net worth and ultra-high net worth individuals and their families. He also has a special concentration in working with attorneys at the top-tier law firms throughout the nation and helping to navigate the complexities of a firm transition, partnership appointment, and capital contribution funding.
Robert holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation. He possesses advanced credentials in pre- and post-retirement needs, asset management, debt consolidation, budget creation, estate planning services, legacy formation & transfer, education planning, gifting strategies, and life insurance. Robert is also a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
In 2019, Robert accepted an honorary invitation to join Merrill Lynch’s Financial Advisor Development Program as one of the three coordinators. Every week, Robert sets aside time to advise and mentor new advisors on best practices.
Away from the office, Robert and his wife enjoy spending time with their daughter, Sienna, tutoring the youth within their community, watching Seinfeld reruns, and cooking for friends & family.
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.
