Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
45 William Street
Wellesley Hills, MA 02481
Connect with me on LinkedIn
Bob has been a Wealth Management Advisor with Merrill Lynch Wealth Management since 1991. He combines his decades of experience with the deep capabilities of Merrill to advise clients on the creation, growth, preservation and transfer of wealth.
Bob draws on a team of resources from both inside and outside the firm to address each client’s specific needs and aspirations. He develops and coordinates precise strategies across a variety of disciplines including portfolio management, income and asset preservation, retirement income planning, concentrated stock management and wealth transfer, among others.
Bob implements these strategies using a wide range of traditional, customized and alternative investment vehicles and a variety of account/ownership structures. The result is a portfolio tailored to reflect clients’ own particular goals and preferences. With consistent reviewing of portfolios and regular contact with clients, Bob works to keep their assets properly aligned both with their goals and with risks and opportunities of the marketplace.
Bob is a 1990 graduate of Georgetown University and holds the Certified Investment Management Analyst designation awarded by the Investments & Wealth Institute™ and taught in conjunction with the Wharton School of Business. He and his wife, Michelle, live in Medfield, MA with their five children.
Tracy Benedict and Ellen Pumphret
Registered Senior Client Associates
Tracy and Ellen bring extensive capabilities in servicing clients’ administrative and operational needs, each with decades of experience. Tracy has been with the Merrill Lynch Wealth Management since 1985 and has held a variety of positions with the firm, giving her insight to many different operational and administrative aspects of client service. She has two sons and lives in Millis with her husband. Ellen began with Merrill in 1990 and has also held a variety of positions with the firm. She has three sons and lives in Framingham.
Learn about the MyMerrill Mobile App.
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.
Structured Credit Executive
Bank of America, N.A.
Insurance Associate 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
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.