Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert has been in the financial services industry since 1999 and joined Merrill Lynch in 2001. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses that addresses their risk tolerance, time horizon, liquidity needs and overall investment goals.
Shortly after joining Merrill Lynch as a wealth advisor, Robert took over an additional role as a regional training coordinator. Helping assist with the ongoing training, education and development of all new financial advisors out of the Short Hills, Metro Park, and Westfield offices. Robert has lectured nationally for Merrill Lynch, helping thousands of Financial Advisors across the country.
In 2011 Robert was appointed the Resident Director of the Westfield office. He continues to work as an advisor while overseeing the operations of 20 experienced financial advisors.
Robert received his Bachelor of Arts degree from Ursinus College in 1996. He is active in his community, serving on the board of the Westfield Foundation, and as the president of the Lauren Mary Francis Foundation, a registered 501c nonprofit organization dedicated to finding a cure for Rett Syndrome and CDKL5. Robert is married with four children and makes his home in Westfield, New Jersey. In his spare time Robert enjoys coaching lacrosse, fishing, playing ice hockey and surfing.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Insurance Associate Specialist
Senior Wealth Management Lending Officer NMLS # 644463
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.