As a Wealth Management Advisor for the past 30 years, Robert has focused on accelerating clients' pursuit of their wealth management goals which may include: 1. delivering risk-adjusted wealth management, 2. tax mitigation strategies, 3. asset protection, 4. wealth transfer plan to heirs, & 5. maximize impact of charitable gifts. Robert applies his knowledge of wealth management to help manage risk. In addition, he uses portfolio construction techniques designed to help mitigate the effects of market volatility & deliver asset management for clients. Robert utilizes Bank of America's award-winning equity research & the Chief Investment Office to help deliver asset management outcomes for clients. He also takes advantage of Merrill's asset management models to help deliver results for clients. Robert's team also uses Merrill's powerful digital planning tool - Merrill Personal Wealth Analysis®- to provide clear answers to clients' questions on likelihood of supporting a certain level of lifestyle & having enough money for end of life scenarios. Robert has a particular aptitude for working with public corporate executives, professionals, private business owners, and private foundations. He has developed successful portfolio strategies for ultra-high-net-worth clients & private foundations which accelerates achieving their financial goals. Robert's team is committed to providing the highest level of personalized service and attention to detail which results in clients' enjoying a distinctive advisory & asset management experience. Robert was an attorney with Bierbower and Rockefeller, located in Washington, DC. Robert does not provide legal advice in his current role with Merrill. In addition to earning a B.S. in economics from Southern Methodist University and a Juris Doctorate from Georgetown Law Center, Robert holds a Master of Advanced Wealth Management degree from New York University’s Stern School of Business. He also holds the Certified Investment Management Analyst®, CIMA®, certification. The CIMA® designation is awarded by the Investments & Wealth Institute™ (The Institute), in conjunction with the Wharton School of Business at the University of Pennsylvania. Active in many organizations, Robert served on the Florida Chamber of Commerce Board of Directors. He has also served on the George W. Bush Presidential Center National Finance Committee and was the State Co-Chair of Florida for the Bush Presidential Center. He served on the Planned Giving Council for Place of Hope, a Christian foster-care services group. Robert is married with five children. He enjoys competitive golf and is a member of the Winged Foot Golf Club in New York, the Congressional Country Club in Washington, D.C., and the Medalist Golf Club in Hobe Sound, Florida.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement. *The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of BofA Corp. This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available. *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
As an experienced Wealth Management Advisor, my mission is to add-value to clients & help them pursue their financial & life goals.
My team approach begins with penetrating questions to clients, so my team better understands client goals & asset management risk tolerance.
We create a personalized wealth management plan via Merrill's Personal Wealth Analysis® digital tool that details a plan to pursue their financial goals.
My team are strong advocates pursuing clients' goals & priorities.
As an experienced Wealth Management Advisor, my mission is to add-value to clients & help them pursue their financial & life goals.
My team approach begins with penetrating questions to clients, so my team better understands client goals & asset management risk tolerance.
We create a personalized wealth management plan via Merrill's Personal Wealth Analysis® digital tool that details a plan to pursue their financial goals.
My team are strong advocates pursuing clients' goals & priorities.
My approach is to uncover financial & life goals so our team can pursue accelerating clients' pursuing their wealth management plan.
I focus on matters most important to clients.
Adding value to clients is rewarding & is why I am a Wealth Management Advisor.
Transforming lives from my due diligence efforts makes the journey all worth it.
My team asks penetrating questions to better understand client's goals, priorities & vision for life & finance which are intertwined together.
My team will create a wealth management plan, called Merrill Personal Wealth Analysis®, which will deliver cash flow analysis, likelihood of sustaining various lifestyle goals through retirement, a personalfinancial statement, & other financial analytics.
My team uses these tools to create a personalized investment portfolio to help pursue their goals, priorities, & cash flow needs.
Merrill's wealth management process is designed to deliver a personalized, thoughtful, & "distinctive" experience to accelerate clients pursuing their goals & priorities, which includes wealth accumulation, wealth management & wealth transfer to heirs.
My team delivers a boutique-like white glove distinctive services while accessing the products and services of a banking powerhouse, Bank of America.
My team takes advantage of BofA Global Research's award winning research to uncover opportunistic investments for clients.
My team also takes advantage of the Chief Investment Office research & resources, which involves hundreds of professionals at the Chief Investment Office.
With over 30-years of experience delivering value-add services to clients, my team's resources can help change lives.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., ("Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.
Focus On Successful Business Owners, Corporate Executives, Non-profit Institutions, Families, and Individuals
My team focuses on matters most important to clients.
Often times priorities & goals include the following:
- Make smart decisions about their money
- Tax mitigation strategies with their tax professional
- Wealth transfer strategies to heirs
- Asset management strategies – generate risk-adjusted returns
- Maximizing impact of charitable gifts
- Bank of America Banking & Lending Services. *
Success will be measured by the amount of progress you are making toward pursuing your investment and life goals, as my team makes thoughtful considered adjustments as events and conditions warrant.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
