Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
45 WILLIAM STREET
WELLESLEY HILLS, MA 02481
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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 periodic monitoring 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.
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Structured Credit Executive
Bank of America, N.A.
Insurance Associate Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.