Rob provides investment portfolio management and customized financial strategies. He is passionate about helping clients pursue their objectives by utilizing goals-based wealth management, including planning for: retirement, education, legacy, and other life goals. Prior to joining Merrill, Rob distinguished himself as a head trader in stocks and bond derivatives trading in Chicago’s Financial District. Rob received his BS in Finance from the University of Illinois, Champaign/Urbana. He and his wife live in Libertyville with their 3 children. Away from the office Rob enjoys golf, travel, cooking, and spending time with his friends and family.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
