Robert C. Ward @ Merrill Lynch

he has held multiple positions at various financial institutions providing financial consulting and advisory services since 1990. Bob joined Merrill Lynch in 2015 and focuses on serving the unique wealth management needs of business owners, entrepreneurs, and high net worth individuals – a dynamic group that often faces sophisticated and competing financial demands as they balance professional and personal commitments and goals. His focus is on developing tailored strategies for clients, their families and their businesses to help them pursue short- and long-term financial goals. Bob works closely with each client and their other advisors to help address their financial needs — from increased liquidity to raising capital, from funding retirement to preparing for a second career. Passionate about delivering excellent service, Bob works to help clients make more informed financial decisions and drive progress.

A leader in the community, Bob is on the board of directors of East End Arts and serves on many committees helping not for profits raise money and make a difference. Bob supports Big Brothers Big Sisters, Junior Achievement, and the United Way just to name a few. He received the Presidential Volunteer Award from the White House in 2015. Bob is the assistant scoutmaster for Manorville Troop 221 and Coaches PAL Youth Lacrosse.

Bob was recognized by Big Brothers Big Sisters in 2011 as the Man of the Year at their Presidential Gala.  Bob currently resides in Manorville with his wife Laura and their two children. When he is not working he enjoys boating, golf, mountain biking, and coaching lacrosse.

Robert Ward is registered to do business in : AL, AZ, CA, CT, FL, GA, NC, NV, NY, NJ, OH, OK, SC, TN, TX, WA

address: 450 Old Country Road Suite 20, Riverhead, NY 11901

phone: 631-284-8248    

email: Email