Vice President, Senior Financial Advisor, Merrill Lynch, Pierce, Fenner, & Smith Inc.
Biography
Robert Howe is a Vice President and Senior Advisor at Merrill Lynch, Pierce, Fenner, & Smith Inc. He is also a member of the Financial Planning and Wealth Management advisory board at George Mason University.
Robert began his professional journey as a Vice President at the esteemed Money Management Institute, a nationally recognized trade association focusing on proficient investment solutions, Robert's evolution led him to Merrill Lynch Wealth Management in 2016.
At Merrill, his focus is on providing clients with tailored investment plans. With expertise in both corporate retirement plans and individual wealth management, Robert collaborates closely with business owners, plan sponsors, and participants to ensure a secure retirement future. His skills extend to enhancing existing 401k plans, delivering employee education sessions, managing fiduciary duties, and establishing executive compensation and Non-Qualified retirement programs.
Beyond his financial expertise, Robert finds joy in traveling, sporting clays, and coaching CrossFit in the local community. An active contributor to the local and national Phillips Andover Alumni Association.