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- Trust & Estate Services2
- Education Funding Strategies1
“Personalized wealth management starts with a good process,” Bob says about his role as Senior Financial Advisor. “Selecting individual investments should be the last step of that process, based on each client’s goals and needs.”
The path that brought Bob to Merrill Lynch in 2005 supports his approach to investment strategies. As vice-president for a recorded music subsidiary of Time Warner, Bob’s operational experience and disciplined approach now guide his advice and service to his clients.
“In the current investing environment, “ Bob says, “the old adage, ‘Let cooler heads prevail,’ rings true. Often it’s difficult to keep emotion out of investing, and that’s where a careful process with an eye toward long-term goals can help avoid pitfalls.”
Bob lives in Oak Park, California with his wife, hotel industry veteran Robin Clark. Their daughter is a recent California State University Long Beach graduate with a BFA in Dance, while their son is a visual effects artist for Blue Sky Studios in Greenwich, CT.
Bob is a cum laude graduate of Duquesne University in his native Pittsburgh, and has received numerous gold and platinum RIAA-certified sales awards for his promotional and operational efforts on music projects.
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.