Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our focus is on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Our team's access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. We're driven by our passion for delivering excellent service and helping clients pursue their goals.
Rob’s career began at the Merrill Retirement and Benefits Contact Center in Jacksonville, Florida where he started in September of 2012. During his time there he consulted participants in some of the most complicated institutional plans that were administered by Merrill. These included Defined Benefit, Defined Contribution, Non-qualified Deferred Compensation, Employee Stock Purchase and Equity Award Plans for multiple Fortune 500 companies including the Merrill plan for its employees.
Rob joined the Annapolis office as a Financial Advisor in December of 2013 and in March 2016 earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. In 2019, he earned the Certified Private Wealth Advisor® certificate designation, awarded by the Investments & Wealth Institute. Additionally, he holds the Chartered Retirement Planning Counselor℠ professional designation awarded through the College for Financial Planning and his Series 7 and Series 66 FINRA registrations.
Rob earned his Bachelor of Science degree in Business Administration studying finance and insurance from the Darla Moore School of Business at the University of South Carolina where he graduated Magna Cum Laude. He lives in Annapolis and in his spare time enjoys playing golf, boating on the Chesapeake and watching the Gamecocks compete in the SEC.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. *CRPC® and Chartered Retirement Planning Counselor(SM) are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
English & Spanish
University of South Carolina - Columbia
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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.
Retirement Plan Specialist
Bank of America, N.A.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve 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.