Bob has been a Financial Advisor to high-net-worth individuals and families in South Florida and across the country for more than 25 years. He joined Merrill Lynch in 2009.
Bob leads a focused team that provides sophisticated strategies designed to efficiently address each client’s holistic situation. He strives to be at the forefront of the financial services industry and helps clients pursue their financial goals by making more informed, less emotional wealth management decisions.
Over the course of his career, Bob managed both NYSE branch and district offices as well as a private brokerage operation. This extensive experience is complemented with a continuous quest to learn more about the ever-changing global economy and capital markets. He frequently attends advanced planning and investment conferences to stay abreast of the latest theories, best practices and most current technologies. As a dedicated student of the industry, he also participates in numerous executive education programs often held at top universities nationwide.
He earned his Bachelor of Integrative Studies Degree from Ferris State University and a Master of Science in Management (Executive Leadership) Degree from The American College. Bob is a Wealth Management Advisor and is an approved Portfolio Manager. He is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and holds the ChFC®, Chartered Financial Consultant® designation, from the American College for advanced financial planning. He also holds the FINRA Series 7, 8, 24, 63, and 65 registrations as well as Life, Health and Variable Annuity licenses.
Bob actively supports various local charities, is a member of the Financial Planning Association, has served on the Palm Beach County Estate Planning Council’s Board since 2005, and was its president from 2012-2013.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Financial Consultant® and the ChFC® mark are the property of The American College, which reserves the sole rights to its use, and is used by permission.