Robert A. Santos, CRPC® is a Merrill Lynch Senior Financial Advisor and Portfolio Advisor, PIA Program with experience in Global Wealth Management, and 21 plus years of experience as an executive in the airline and banking industry,
Robert graduated from Cambridge College, Cambridge, MA with a Masters degree in 1992, and holds NASD Series 7 and Series 66 Licenses, and a Health & Life Insurance License. He earned the designation Chartered Retirement Planning CounselorSM from the College for Financial Planning®.
Currently he serves on the UMASS Dartmouth Charlton Business School - SIFE Business Advisory Board, and is a member of the Bristol County Estate Planning Council.
Robert directly assists clients in ways to achieve their financial and personal goals, using wealth management strategies consistent with their plan and risk/reward tolerance.
Contact Information
Merrill Lynch
Global Wealth Management
1545 Iyannough Road
Hyannis, MA 02601
NMLS ID: 522966
Direct Line: (508) 771-9838
Toll Free Line: (866) 771-9838
Fax: (508) 471-3094
Email: robert_santos@ml.com
Website: http://fa.ml.com/Robert_Santos
