Phone: (516) 498-3375Email:
Robert began his career in the financial service industry with Wachovia and joined Merrill Lynch Wealth Management in Great Neck, New York in June of 2010. It is here where he earned his designations as a Chartered Retirement Plan Counselor® and as a Certified Special Needs Analyst®. He provides his clients with comprehensive financial advice which helps them to achieve both their personal and financial goals. He maintains a disciplined approach in his process which yields customized solutions for his clients. Robert’s approach to wealth management is objective, consultative and committed. Robert has access to many partners at Merrill Lynch, who are fully immersed in all aspects of business. Robert plays the role of relationship manager between his clients and these experts at Merrill Lynch. He provides his clientele with premier customer service as well as access to unparalleled financial resources which will help you in your pursuit of your personal and financial goals. Robert specializes in the equine industry, catering to his clients with exposure to the horse business. He works with his clients and their CPA to ensure they are taking full advantage of all tax laws as they pertain to the specific business they are in. Many of his other clients also have significant and diversified businesses outside of the horse industry. Areas in which he offers personalized solutions include: -Clients in the Equine Industry -Retirement Planning -Trust and Estate Planning -Wealth preservation and insurance planning Robert recognizes that each client is unique and provides service and solutions based on their individual needs. He is also known to work in concert with his clients other trusted advisors such as their accountant or attorney. He prides himself on his integrity and honesty which allows him to build long lasting relationships with his clients. Robert lives with his wife Diane and their son Joseph in Eastchester, New York.
CRPC®, CSNA®To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the
Robert Longo is registered to do business in:CA, CT, FL, MD, MO, NH, NJ, NY, PA, SC, VA
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