Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
14 North Harrison Street
Princeton, NJ 08542
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 would like.
Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping 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 potential financial solutions designed to help meet their long-term
Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities 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 client, you have access to the knowledge and experience of industry-skilled 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 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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address 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 financial 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 approaches and wealth management advice, products and services.
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Merrill Lynch Wealth Management 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.
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