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    Robert Freeman

    Wealth Management Advisor at Merrill Lynch Wealth Management

    Robert Freeman, a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch, is dedicated to establishing lasting client-advisor relationships marked by objectivity, honesty, and continuous communication. With nearly three decades of experience in the financial services industry, starting in 1987 and joining Merrill Lynch in 1992, Bob leverages his extensive background to craft tailored wealth management strategies for clients. He collaborates with clients' tax and legal advisors to devise tax-efficient solutions that align with their financial objectives. Bob is well-versed in utilizing Merrill Lynch's comprehensive resources, offering a spectrum of proprietary and non-proprietary products and services. By tapping into the expertise of Merrill Lynch specialists, he designs personalized strategies to address the intricate financial needs of high-net-worth individuals. Holding prestigious certifications like the CERTIFIED FINANCIAL PLANNER™ and being a C(k)P® Certified 401(k) Professional, Bob is committed to delivering exceptional financial guidance. His services encompass portfolio management, retirement planning, life insurance analysis, wealth preservation, and more. Bob's accolades include being named a 'Retirement Plan Adviser of the Year' by PLANSPONSOR Magazine for four consecutive years (2007-2010) and inclusion in PLANADVISER Magazine's 'Top 100 Retirement Plan Adviser and Adviser Teams' in 2011, 2012, and 2014.

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    Location

    Greater New York City Area