Welcome to the Downtown Princeton Branch. Our collaborative network allows us to draw on each other’s diverse experiences so we can offer you insights, perspectives, skills and strategies that have been designed to help you and your family lead the lives you want.
Business complexities require sophisticated financial strategies, and advisors from our Branch offer advice and guidance in the areas of liability management, tax minimization strategies, concentrated stock positions, hedging and liquidity strategies. Our advisors understand the emotional and financial issues of closely held businesses, and can also provide access to specialists from Bank of America who can provide assistance with succession planning and estate division, short- and long-term capital expansion needs, equipment and site financing.
Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.
Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.
As a Merrill Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
Our deeply committed financial advisors call upon Merrill's tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
Rob is an entrepreneurial business executive whose leadership skills are built on strong Financial, Management, Operational, Sales, Marketing, Training and e-Business knowledge, with over 20 years of proven results building/guiding companies in the health and consumer business sectors. He has a reputation for providing concise, consultative business/financial direction for decision makers in various disciplines.
Rob is exceptionally service-oriented, striving to maintain a high level of customer interaction with each client. His extensive knowledge structuring various Divisions, Regions, and Teams translates nicely into how he approaches each family’s “financial structure”. Rob practices the concept of Total Asset Managment. This is achieved by determining a client's current financial situation, deciding where it is that he/she would like to be in the future, and developing a strategy to accomplish these goals. His Green Belt in Process Excellence (Six Sigma) comes in handy when implementing investment processes for each individual client.
In addition to the time spent with clients, Rob makes time to be part of the community. He serves as a coach in baseball, football, and lacrosse for the Montgomery Recreation Department, and previosly served on the Board of Trustees for Cherry Valley Country Club in Skillman. He is a food and wine enthusiast and enjoys all outdoor activities. Rob attended the US Military Academy, Fairleigh Dickinson University, and the University of Pennsylvania. Rob, his wife Danielle, and his three children, Nicolle, Kyle and Megan, live in Skillman, New Jersey.
Janet Cook is a Registered Senior Client Associate who began her career at Merrill Lynch in 1996. Janet is often the first point of contact for our clients; she focuses her time on fostering the relationship by providing exceptional service to meet client needs as well as outstanding administrative support to the Financial Advisor's she supports.
Janet resides in Bordentown, NJ and has three grown daughters. In her free time, Janet enjoys flea marketing, gardening and kayaking.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Wealth Managment Advisor, you should consider the opportunity to become one yourself.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.
Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.
Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.