Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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. In addition, Robert has earned the Certified Divorce Financial Analyst® (CDFA®) designation. He helps individuals who are going through transitional phases in their lives. 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
Learn about the MyMerrill Mobile App.
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.
Wealth Management Lending Officer
Bank of America, N.A.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.