Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.
As a Wealth Management Advisor, for the past 30 years Robert has focused on helping clients purse goals of wealth enhancement, asset preservation, maximizing charitable gifts, and implementing potential wealth transfer solutions using tax minimization strategies. He applies his extensive knowledge of wealth 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 help lessen the effects of market volatility. Robert has a particular aptitude for working with public corporate executives, professionals, private business owners, and private foundations developing various strategies for ultra-high-net-worth clients & private foundations to pursue their financial goals. He is committed to providing the highest level of personal service and attention to detail in order to provide 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. Robert does not provide legal advice in his current role with Merrill.
In addition to earning a B.S. in economics from Southern Methodist University and a J.D. from Georgetown Law Center, Robert holds a Master of Advanced Wealth Management degree from New York University’s Stern School of Business. He also holds the Certified Investment Management Analyst® (CIMA®) certification. The CIMA® designation is awarded by the Investments & Wealth Institute™ (The Institute) , in conjunction with the Wharton School of Business at the University of Pennsylvania.
Active in many organizations, Robert served on 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 served on the Planned Giving Council for Place of Hope, a Christian foster-care services group.
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.
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.
Georgetown Law Center, JD, 1979
Southern Methodist University, B.S. Economics, 1976
Wharton Business School, University of Pennsylvania, CIMA®, 1996
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Structured Credit Executive
Bank of America, N.A.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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