Bob joined Mercer Advisors in 2024, bringing nearly 35 years of experience in financial services. His impressive career includes roles at GE Capital, Merrill Lynch, UBS Wealth Management, Fidelity Investments, and Peoples United Advisors. Based in our Westport office, Bob works closely with our partners at Fidelity and Charles Schwab to help individuals and families achieve Economic Freedom™ through our comprehensive services. Bob holds a bachelor’s degree in economics with a minor in sociology from the University of Rhode Island.
West Hartford
15 North Main Street Suite 1000 West Hartford, Connecticut 06107