PROFESSIONAL PROFILE

Bob has a unique ability to leverage and navigate the combined Merrill Lynch and Bank of America platform to find the best asset and liability management solutions for his clients to manage all aspects of their financial lives including, and most importantly, their plan.

After starting his career in 1994 with an international CPA firm and then in a global bank, Bob became a Merrill Lynch wealth management advisor. The broad financial background and knowledge gained at Merrill Lynch give Bob a unique perspective that his clients have come to rely on. Often bridging the gap among a client’s team of wealth management advisor, CPA and estate attorney, Bob helps his business and family clients make the most of their assets, while seeking to minimize their tax burden.

He leads a team serving a select group of clients, their families and their business ventures to provide a boutique level of service within the largest U.S. financial institution.

Bob’s athletic background has been a key to his development as a wealth management advisor. As a Georgia All-State quarterback of the Marist High School football team in 1988 and as a scholarship varsity baseball player at the University of Notre Dame, the discipline he learned on the field has helped develop the teamwork to put the right professionals in place to help each client for their particular financial situation.

Bob completed his undergraduate work at the University of Notre Dame where he majored in Accountancy and received his MBA from Georgia State University.

He and his family live in Chamblee, GA, outside of the Buckhead area of Atlanta.