Advisor at Merrill
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Robert White is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Boston, MA, where he has served since 2011. He specializes in providing multi-generational wealth management to established families and corporate entities, with a focus on holistic financial strategies for individuals as well as tailored planning for non-profits, planned giving, women, and lifestyle protection. Robert collaborates closely with his clients to develop personalized financial strategies that align with their long-term goals.
With over two decades of financial services experience, Robert’s career includes roles at Morgan Stanley Smith Barney and Massachusetts Financial Services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and maintains several FINRA registrations, including Series 7, 52, 63, 65, and 31. His educational background includes a Bachelor of Science in Business Administration with a concentration in Finance and International Business from Bowling Green State University.
Robert is active in his community and supports cultural and educational organizations such as the Museum of Fine Arts Boston and Raising a Reader Massachusetts. He has been recognized with the Presidential Volunteer Award from the President of the United States. Outside of work, his personal interests include drawing, fishing, gardening, hiking, music, painting, photography, reading, traveling, and spending time with his family.
Bank Of America, N.a.
2019 - Present (7 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2015 - Present (11 years)
Citizens bank
2013 - Present (13 years)
CFP®
Wrentham, MA
New Shore Financial LLC
New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life. As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life. My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.
CFP®, Series 66
Riverside, RI
Edward Jones
Series 66
North Smithfield, RI
Edward Jones
CFP®, Series 66
Greenville, RI
Edward Jones
Series 66
Rehoboth, MA
Edward Jones
CFP®, Series 63, Series 65
Cranston, RI
Edward Jones
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