Robert Firth is a Private Wealth Advisor with Merrill Private Wealth Management. He leads Team RJF, a wealth management group, where he advises clients through significant financial crossroads. Robert works with entrepreneurs, executives, and family offices, focusing on portfolio strategy, macro-economic analysis, asset allocation, structured products analysis, and estate planning services. Robert has been in financial services since 1995. Before joining Merrill in 2008, he was National Sales Manager for Neuberger Berman and began his career with Sanford C. Bernstein. He also owned and operated a technology firm, providing hands-on experience with business ownership challenges and opportunities. He applies this knowledge to develop practical strategies for business owners and executives. He holds a B.A. in Economics from Stanford University and an M.B.A. from Duke University. Robert has earned the Certified Private Wealth Advisor designation and is a qualified Portfolio Manager. He has participated in over 200 business sale transactions and remains connected with many long-term clients. Robert is a former board member of the Lamplighter School in Dallas and, in his free time, enjoys golfing, hiking, and traveling.