Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Before joining Merrill Lynch Wealth Management in 2015, Robert spent 20 years being educated at what he calls “Wall Street University” – working for Goldman Sachs and RBC Capital Markets. At these firms, Robert “battled in the trenches” of equity trading floors, honing his problem-solving skills and developing a first-hand understanding of how the markets work.
Today, Robert assists a successful clientele that can benefit from his rich experience, extensive financial knowledge, and ability to help optimize their wealth in ways they find meaningful. His clients include financially astute individuals, as well as those not as well-versed – fellow financial professionals, active and retired business owners, corporate executives, physicians, attorneys and generations of their families in Florida, New York, New Jersey and ten other states.
Robert also serves a growing circle of divorced and widowed women. This is due in large part to his early life. Robert’s father passed away in 1991 and Robert’s mother was unable to find a trustworthy advisor who would suggest suitable investments. Recognizing that women who experience difficult life transitions may require an extra measure of care and objective guidance, Robert goes out of his way to explain how these clients can take “simple steps” and regain their financial footing.
Having a front-row seat on Wall Street to decades of market volatility and resilience, Robert reminds clients that “staying in the market and sticking with a disciplined strategy” is critical to achieving positive, long-term outcomes. He is also a strong proponent of clients having a single advisor who can consolidate their assets and deploy them in the most cost-efficient and tax-efficient manner.
Robert has a natural affinity for educating clients – especially when complex strategies demand straightforward explanations without industry jargon. In client discussions, he is proud to be transparent and proactive. Seeking ways to help clients use debt wisely, for example, he can provide access to residential, securities-based, marine and real estate lending through Bank of America, N.A. When helpful, he also coordinates with clients’ CPAs and attorneys to align tax-minimization and estate planning strategies.
Robert has earned the CRPC® (Chartered Retirement Planning Counselor) designation from the College for Financial Planning. He is also a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Originally from the New York area, Robert lives in Palm City with his wife, Corinne, and their son and daughter. In addition to family time, Robert is passionate about playing golf, running and giving back to the community. He serves on the advisory board and is chair for the United Way of Martin County Character Counts! (a collaborative of community organizations, schools, businesses and individual citizens committed to the development and enhancement of individual and community character). Robert is also a member of Monarch Country Club where, after countless attempts, he recently broke 80. When not practicing on his own, Robert focuses his efforts on teaching his son the game of golf with the hope that, one day, there might be a possible return on investment.
Saint John Vianney
Indian River State College
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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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