Robert is a Financial Advisor and Partner at MEREX Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® practitioner. He started his career as a stockbroker at Waterhouse Securities in Boston, Massachusetts, in 1995. Robert has focused his career on working with individuals, business owners, and executives in the areas of comprehensive financial planning, retirement income planning, investment strategies, and wealth management.
Robert graduated from New Hampshire College where he earned a BS in Business Administration. He is a native Rhode Islander and a resident of East Greenwich, where he lives with his wife, Melissa, and sons, Kaine and Kase. He values time spent with his family enjoying activities together and spending time on the golf course.
Registrations, Certifications, Licenses:
- CERTIFIED FINANCIAL PLANNER® professional
- FINRA Series 7 (General Securities Representative)
- FINRA Series 66 (Uniform Investment Adviser)
- FINRA Series 63 (Uniform Securities Agent)
- Life, Health & Annuity License