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- Trust & Estate Services2
- Education Funding Strategies1
As a Wealth Management Advisor, Robert focuses on wealth enhancement, asset preservation, effective charitable giving, and wealth transfer using tax mitigation strategies. He applies his extensive knowledge of asset management to helping preserve the value of his clients’ assets and generate reasonable growth over time. In addition, he uses portfolio construction techniques designed to lessen the effects of market volatility. Robert has a particular aptitude for working with corporate executives, professionals, and private business owners, having developed various strategies for ultra-high-net-worth clients to pursue their financial goals. He is committed to providing the highest level of personal service and attention to detail in order to deliver a distinctive advisory experience for his clients. Robert has been in the wealth management industry since 1988, beginning in Washington, D.C., and moving to North Palm Beach, Florida, in 1998. From 1979 to 1992, he was an attorney in Washington, D.C., with Bierbower and Rockefeller.
In addition to earning a B.S. in economics from Southern Methodist University and a J.D. from Georgetown Law Center, Robert holds the Certified Investment Management Analyst® (CIMA®) certification. The CIMA® designation is awarded by the Investments & Wealth Institute, in conjunction with the Wharton School of Business at the University of Pennsylvania, and it has enhanced Robert’s portfolio management process and offerings.
Active in many organizations, Robert is a member of the Florida Chamber of Commerce Board of Directors. He has also served on the George W. Bush Presidential Center National Finance Committee and was the State Co-Chair of Florida for the Bush Presidential Center. He currently serves on the Planned Giving Council for Place of Hope, which offers Christian foster-care services.
Robert is married with five children. He enjoys competitive golf and is a member of the Winged Foot Golf Club in New York, the Congressional Country Club in Washington, D.C., and the Medalist Golf Club in Hobe Sound, Florida. He also enjoys pursuing his personal and professional growth journey.
Neither Merrill Lynch nor its Financial Advisors provide tax, accounting, or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
Investments & Wealth Institute™ is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed initial and ongoing credentialing requirements for investment management consultants.
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.
Georgetown Law Center, JD, 1979
Southern Methodist University, B.S. Economics, 1976
Wharton Business School, University of Pennsylvania, CIMA®, 1996
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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.
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