Taking care of your family and other people in your life
- 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
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.