Getting to know Robert: Before joining Merrill Lynch Wealth Management in 2016, Robert was a Vice President at the Money Management Institute, a national recognized trade association focused on advice and professionally-managed investment solutions. Upon joining Merrill, Robert is most excited ...more

Getting to know Robert: Before joining Merrill Lynch Wealth Management in 2016, Robert was a Vice President at the Money Management Institute, a national recognized trade association focused on advice and professionally-managed investment solutions. Upon joining Merrill, Robert is most excited about serving clients and helping them pursue their passions and goals. He is committed to developing customized investment plans for both corporate retirement plan clients and individual private wealth management clients. Rob works closely with business owners, plan sponsors, and participants prepare for a sound retirement, he is highly qualified to assist companies with improving their existing 401k plan, providing onsite employee education sessions, helping manage fiduciary duties, and establishing executive compensation and Non-Qualified retirement programs. Also, I enjoy traveling, sporting clays and coaching CrossFit in the local community. I am active in local and national Phillips Andover Alumni Association. Connect with me for: • Goals-Based Wealth Management • Retirement Accumulation & Income Planning Strategies • Small Business Planning Personal & Professional Highlights: • Junior A Hockey 2002-2004 • University of Maryland Graduate 2008 • MBA from George Mason University in 2013 • CrossFit Regional Athlete 2014 & 2015 • Metropolitan Club Sporting Clays Champion 2017 & 2018less