Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert (Rob) Falk graduated from the University of Delaware in 1983 with a Bachelor’s degree in Finance and subsequently received a Masters of Business Administration with a concentration in Finance from Baruch College in 1996.
Rob has spent his entire career in the financial services industry specifically within the areas of client services, risk management, operations management, and compliance. During his more than 30 years on Wall Street, he has managed a commodities exchange floor operation staff of over 50 and overseen client rosters of more than 350. Further, he has marketed and developed trading strategies in conjunction with the portfolio manager of a Commodity Trading Advisor, assisting in the increase of the advisor’s assets under management.
Rob developed his love of the financial markets at the age of 5 when his father showed him how to follow the price of the one mutual fund that had been bought for him when he was born and this love has never waned. He is dedicated to learning about people's (and businesses) needs and imparting knowledge about the variety of products available, in order to help everyone have a financially secure future.
University of Delaware
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Wealth Management Lending Officer
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.
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*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. Merrill Lynch Wealth Management 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 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.