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 and effectively 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 smarter, more informed, less emotional planning and investment 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.
Bob has been acknowledged by Merrill Lynch for his work and was named a member of the Chairman’s Club and the Circle of Excellence – two of the firm’s most prestigious recognitions for Financial Advisors.
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 within the Merrill Lynch Personal Investment Advisory® (PIA) Program for specially qualified Financial Advisors. 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, 65, Life, Health and Variable Annuity licenses.
Bob actively supports various local charities, is a member of the Financial Planning Association, served on the Palm Beach County Estate Planning Council’s Board since 2005, and was its president from 2012-2013.