Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
An avid investor and former business owner, Robert transitioned into the financial services industry in 2014. His approach to wealth management is consultative. Robert takes the time to listen to and review the current financial situations, preferences and goals of each client. He offers recommendations for asset allocations designed to accurately reflect income and projected growth goals and follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic services.
Robert graduated from Bridgewater State University with a degree in Business Management. He is the past President and active member of the Cape Cod British Car Club and a long time member of the Cape Cod Curling Club, currently serving on the club's curling committee. Robert plays ice hockey in the winter and loves to spend time on the water in the summer in and around Cape Cod.
Bridgewater State College
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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.
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.
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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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.