Robert A. Goldberg
Senior Financial Advisor and Vice President
PIA Program Portfolio Manager
Bob joined Merrill Lynch in 2005 after a long career with A G Edwards and Morgan Stanley. Prior to joining the financial field, Bob managed his own food distribution business for 15 years.
Along with a team of specialists, Bob works with individuals, families and successful businesses in establishing strategies that grow, protect and ultimately distribute their wealth in the most tax efficient manner. Through this teamwork, they leverage Merrill Lynch's capabilities and resources to fully meet the needs of clients.
Drawing on his experience and Merrill Lynch's global resources, Bob develops personalized, strategic recommnedations to address the needs of clients. Those strategies include portfolio development, retirement and education planning, life insurance analysis, and a full compliment of multi-generational wealth preservation products and services. In addition, Bob works closely with clients other family advisors including attorneys and accountants so that the wealth management process is seamless and consistent. Bob makes a personal commitment to his clients to maintain on-going communications to help and assist in meeting their defined goals.
Bob is a graduate of Pennsylvania State University (1971) with a degree in Liberal Arts. He is a loyal Penn State fan and many believe he bleeds blue and white.
Bob is a past president of the Penn State Club of Central New Jersey, member of the Cherry Valley Country Club membership committee, and as an active alumni member of Penn State Bob also helps high school students formalize their acceptance to Penn State. Bob is also an Atid committee member of Temple Beth El in Hillsborough, NJ.
What you don't know about Bob is that he has Multiple Sclerosis. He was diagnosed at 13 years of age and has been in remission since 25 years of age. He is 64 years young and his positive attitude towards life and others is unmistakable.
He is an avid bicyclist and an exercise enthusiast. He has participated in the M.S. (multiple sclerosis) 150 mile bicycle ride, the American Diabetes Association Tour de Cure, and the American Cancer Society for Life.
Bob and his wife Jan split thier time between thier homes in Hillsborough, NJ and Penn State. His one son, Adam, is a sophmore at Penn State. Bob also has two other sons, Andrew and Jason, who lives with thier wives, Julie and Jamie, in nearby Philadelphia. This Penn State family bleeds blue and white! We are!
Registered Client Associate