Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Getting to know Robert:
Before joining Merrill Lynch Wealth Management in 2016, Robert was a Vice President at the Money Management Institute, a national recognized trade association focused on advice and professionally-managed investment solutions. Upon joining Merrill, Robert is most excited about serving clients and helping them pursue their passions and goals. He is committed to developing customized investment plans for both corporate retirement plan clients and individual private wealth management clients. Rob works closely with business owners, plan sponsors, and participants prepare for a sound retirement, he is highly qualified to assist companies with improving their existing 401k plan, providing onsite employee education sessions, helping manage fiduciary duties, and establishing executive compensation and Non-Qualified retirement programs.
Also, I enjoy traveling, sporting clays and coaching CrossFit in the local community. I am active in local and national Phillips Andover Alumni Association.
Connect with me for:
• Goals-Based Wealth Management
• Retirement Accumulation & Income Planning Strategies
• Small Business Planning
Personal & Professional Highlights:
• Junior A Hockey 2002-2004
• University of Maryland Graduate 2008
• MBA from George Mason University in 2013
• CrossFit Regional Athlete 2014 & 2015
• Metropolitan Club Sporting Clays Champion 2017 & 2018
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.
George Mason University
University of Maryland
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2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.