Robert S. Bennett has been in the wealth management industry since 1988, beginning in Washington, DC and moving to North Palm Beach, Florida in 1998. From 1979 to 1992, Robert was an attorney in Washington, DC with Bierbower and Rockefeller.
In addition to earning his Juris Doctorate degree from Georgetown Law Center and a Bachelor of Science Degree in economics from Southern Methodist University, Robert holds the Certified Investment Management Analyst® (CIMA®) certification from the University of Pennsylvania at the Wharton Business School as well as a Master of Advanced Wealth Management from New York University’s Stern School of Business.
Active in many organizations, Robert served on the George W. Bush Presidential Center National Finance Committee and was State Co-Chair of Florida for the Bush Presidential Center. Robert is a member of the Florida Chamber of Commerce Board of Directors. Robert serves on the Advancement Committee for the Benjamin School located in North Palm Beach, Florida. Robert serves on the Planned Giving Council for Place of Hope which offers Christian foster care services. Robert is married with five children. He is a member of the Winged Foot Golf Club, Congressional Country Club and the Medalist Golf Club.
Exhibiting particular aptitude for working with corporate executives, Robert focuses on developing strategies for ultra high net worth individuals, their families and their businesses, to help them pursue their short- and long-term wealth management goals. Robert is committed to providing clients with the highest level of personal service and attention to detail. He draws from industry-leading specialists, global research, and dynamic resources, including access to cash management, credit and borrowing from Bank of America. Robert works within a customized, goals-based system that begins with the belief that each client is unique, and that wealth management strategies need to reflect each client’s individual objectives.
Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.more » « less