Robert Gleason

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Robert Gleason, CFP, CRPC


Senior Financial Advisor

Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.

Profile

Rob has been in the financial services industry since 1996 and joined Merrill Lynch in 2012.  His focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short-and long-term financial objectives.  Rob holds the CRPC® and RAFA designations and is a CERTIFIED FINANCIAL PLANNER™ certificant.  He is a graduate of Rutgers University with a bachelor’s degree in Economics. 

Rob possesses extensive experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to U.S. Trust for clients’ trust and estate planning services needs and Bank of America for client’s commercial banking and financing needs.  In addition, he can work with clients’ attorneys, accountants or other advisors to help coordinate their financial legacy strategies. He and his wife, Mary Ellen, live in Middletown with their daughter and are active members in their community supporting various charitable organizations.

    Additional Resources

    The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

    Christopher M Caradec

    Christopher M Caradec

    Trust Specialist

    James F Ade

    James F Ade

    Retirement Specialist

    Jenna Thierry

    Jenna Thierry

    Wealth Management Banking Specialist

    Where do we begin? It starts with you.

    At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Welcome

    We place the investor at the center of the wealth management process—while maintaining a market focus.  We enjoy helping high-net-worth individuals and business owners through difficult transitions and decisions that occur in their lives.  We start with a conversation, building a foundation that helps us understand your risk tolerance, time horizon, liquidity needs, priorities and unique financial concerns. From there, disciplined investment strategies can be customized, drawing upon the investment insights of Merrill Lynch and with access to the banking capabilities of Bank of America.  As your life and the markets change, we will meet to track and adjust your strategy, as needed.

    Philosophy

    Life is always changing and growing more complex.  The needs and priorities that are specific to your family, work, health and home are continuously evolving.  Because your finances are so deeply connected with the rest of your life, you need strategies that are customized to your personal situation.  For those individuals who are accustomed to managing their own wealth, you may find value in having a relationship with someone who understands your unique priorities and who has the experience, knowledge and resources to help you make more informed decisions.

    Approach

    I begin every relationship with a conversation, helping you to identify and prioritize which goals matter most to you. Whether that's transferring wealth to the next generation, customizing financial strategies that help you pursue your passions, or simply providing advice and guidance to help you stay informed, I start by listening to learn more about you.

    Merrill Lynch developed the Investment Personality Assessment to help us get to know your investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, I can help customize the financial strategy we develop together.

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

    Capabilities

    My process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. My ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. I can be a financial resource, helping clients with the process of transferring wealth to the younger generation.

    Focus On High-Net-Worth Individuals and Families

    We’re fully versed in the many issues that affect wealth management. No matter what your short and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together.

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring others and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together and defining your financial goals
    We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill Lynch and access to the banking convenience of Bank of America as we do so.

    Your Financial Strategy

    We offer you access to the investing insights of Merrill Lynch 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.

    FAMILY
    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Services2
    • Education Funding Strategies1
    • Insurance3
    HEALTH
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds2
    • Private Foundations2
    • Charitable Trusts2
    FINANCE
    FINANCE
    Using your finances to bring it all together
    • Merrill Lynch Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    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.

    Staying on Track

    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 give you peace of mind* that you're on track to help achieve what's most important to you.

    Regular reviews to help you stay on track
    Regular reviews to help you stay on track

    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.

    • Sample client review agenda
    • Sample Wealth Outlook Report
    Monitoring changes in your life and to your goals
    Monitoring changes in your life and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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    Access to what you need, when you need it

    MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    • Your advisor is never more than a click away within our site or mobile apps
    • 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 Lynch’s asset aggregation tool

    *Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

    Let’s Have a Conversation

    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.

    Why Merrill Lynch?

    As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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    We put you first, every day.
    Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





    Transcript of Video

    Personalized advice from a dedicated financial advisor.

    Getting to know you is our primary goal.

    A comprehensive approach, built around your life’s priorities.

    Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

    Adjusting your plan as your life and the markets change.

    We will work to help you stay on track, regardless of what the markets are doing.