Bob is a Financial Advisor with Merrill Lynch based in Newton, MA and works with individuals and business owners in defining and ultimately achieving their financial goals to accumulate and preserve assets for themselves and their families.
His process includes planning, analysis, design and implementation of financial strategies which address solutions for asset allocation, retirement planning, education funding, wealth preservation and cash management. In addition, he will provide insurance analysis, and trust and estate planning in conjunction with clients’ CPAs and attorneys.
With 20 years of experience, including 10 years at Bank of America, Bob is dedicated to forming and maintaining long-term client relationships by providing outstanding service and individualized attention. He will spend the time necessary to listen to client concerns, to educate clients on the strategies being used and to be flexible enough to make changes when necessary.
Bob is a long time resident of Needham where he and his wife have raised their three children.