PROFESSIONAL PROFILE
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 reach 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 participates in numerous executive education programs presented by thought leaders and held at many of the top universities nationwide.
Bob has been acknowledged by Merrill Lynch for his work and is a member of the Chairman’s Club and the Circle of Excellence – two of the firm’s most prestigious recognitions for Financial Advisors.
He completed five years of Integrative Studies with an emphasis on business at Ferris State University and earned his 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, is the Palm Beach County Estate Planning Council’s current President and has served on its board for the last five years.