Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Managing money today takes time, education, and resources. With increasingly complex financial markets and longer life expectancies, seeking the advice of a trusted qualified investment professional is more important than ever.
For this important relationship, you need a trained professional who sees your total financial picture, someone who can help you define your life goals, establish the right financial road map, provide strategies focused on your needs, and help you stay on track.
Robert’s career started with Merrill Lynch Wealth Management in 1975. His years as a Wealth Management Advisor have taught him the value of process, discipline, and exceptional client service. He also recognizes the importance of providing clear, precise information, mapping out the steps toward objectives, and tracking progress against benchmarks along the way.
His entire professional career has been advising clients in their financial decisions guiding them through markets both good and bad. Beyond this dedication, Robert believes his education, financial acumen, and discipline from his distinguished military service are the keys to successful wealth management and his long-term relationships with clients. He also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.
A native Washingtonian, Robert graduated from Georgetown University with a bachelor’s degree in science and The George Washington University with a bachelor’s degree in government. After graduation, he served in the Air Force during the Vietnam War, ultimately becoming a Special Assistant to the President and Special Assistant to the U.S. Commerce Secretary.
Robert places a high emphasis on his military service, his faith, and his heritage. He devotes a significant amount of his time and resources to a number of veteran’s organizations, including the U.S.O., and supports his church, including a 100-year old Franciscan monastery in Washington D.C. He is also an Italian Leadership Council member for the National Italian American Foundation.
My commitment to you
At Merrill, we believe that wealth isn’t just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill thought leaders and can offer access to Bank of America’s products and services to help unlock opportunities tailored to clients’ needs. Starting with your life priorities as a foundation, your Merrill advisor can recommend a wide variety of financial strategies to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you—not the market—at the center of all we do.
Italian & English
GEORGETOWN UNIV & THE GEORGE WAHINGTON U
GONZAGA COLLEGE PREP
Personalized advice, disciplined investing and ongoing review can make this a reality.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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 you stay on track to 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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*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. Merrill Lynch Wealth Management 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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.