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
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Wealth Management Banking Specialist
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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.
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