Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My mission is to know what is important to my clients and their families by taking the time to listen and objectively understand their needs. With this intimate knowledge about what you value most, I am able to help you establish objectives, develop an appropriate strategy and recommend advice that draw upon the full breadth and depth of Merrill Lynch resources. My main goal is to make a powerful difference for my client's financial wellbeing.
My investment philosophy recognizes that each client has unique circumstances which require custom recommendations that include financial guidance, estate planning services, retirement income, tax strategies, life & long term care insurance and wealth management banking services from Bank of America, N.A. My approach and investment strategy emphasizes diversification with a focus on risk management and portfolio construction to minimize volatility across asset classes,industries and investment strategies. I work with a team of specialists with a defined investment process to serve you.
• Understanding your goals and expectations
• Develop a customized investment strategy and profile
• Recommend an implement investment plan that suits your needs
• Monitor and modify progress with conducting regular client meetings
Robert is a Vice President, Senior Financial Advisor. He has been a licensed financial advisor for over 22 years with the past 10 years at Bank of America Merrill Lynch. Robert lives in Cape Coral along with his wife Jami and their children Julianna 13 and Robert Jr 10. They enjoy boating, fishing and spending time with friends and family. While enjoying the SW Florida sun shine they are active members of the Oasis Charter Schools and its Foundation and provide support and fundraising to benefit the Charter Authority school system.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch and the banking convenience of 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 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.
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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
As Merrill Lynch financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.