Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert joined Merrill Lynch’s Garden City, NY branch in 2017. He comes to the Merrill Lynch practice from Prudential Advisors where he spent almost 3 years as a financial advisor developing comprehensive plans for families and individuals in financial transition. He is a 20 year veteran of the global finance industry and has worked at some of the most prestigious banking institutions in the world. Robert dedicated most of those years to equity finance and banking; and not unlike many of his clients, he has seen his fair share of ups and downs in the industry. This real world experience and understanding of the financial trials and tribulations that his clients face through out their lives have led him to focus on helping families prepare for the inevitable financial transitions with the goal of achieving true financial independence.
Robert’s approach is holistic and hands-on. The idea is to always get a full understanding of the client’s needs and objectives then to educate and guide a fully engaged client through the planning process. This approach helps build a solid foundation of trust and a mutual appreciation because clients learn that that their interests are always first.
Robert has been married to Janice for almost 20 years and has helped her develop a very successful children’s fitness business; CrossFit Kids at the Rock. They live in Rockville Centre, NY with their daughter; Sophia, son; Robert , and pooch; Ollie. They are very active in the community. As members of the Chamber of Commerce, they participate in various charitable events, coaching youth sports, and hosting seminars on “functional fitness, finances, and the transition to well being”.
Robert’s passion for helping people through out his life has led him to the profession of assisting individuals and their families achieve their financial dreams, and to him, there is nothing more rewarding!
General Douglas Mac Arthur HS
Long Island University
We along with your tax professional can help you understand how it might affect your investment strategy
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.
Wealth Management Lending Officer NMLS # 179356
Wealth Management Lending Officer NMLS # 7316
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.
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.