Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
1401 MANATEE AVENUE WEST
BRADENTON, FL 34205
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Originally from Hampton Roads, Virginia, Robert has been in the financial services industry since 2003 and joined Merrill Lynch Wealth Management in 2012. His focus is on developing strategies and recommendations for individuals, their families and their businesses to help them meet their short- and long-term financial goals.
Robert's approach to wealth management is consultative and objective, and he is committed to providing excellent service. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations as well as time horizon, risk tolerance and liquidity needs. And third, he follows up with discussions covering a wide range of opportunities, including investments, credit and lending through Bank of America, retirement, and estate planning services. Robert is able to work closely with clients and their family, as well as with Merrill specialists and clients' outside professionals, to coordinate a teamwork approach to addressing particular special needs planning issues.
Robert currently resides in Bradenton, Florida with his wife, Robin, where they invest their time in various community projects and volunteering. They also enjoy visiting the Gulf Coast's beautiful beaches as well as playing tennis.
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.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.