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Robert D

Series 63, Series 65

Lavallette, NJ

Merrill

Robert D'Addario is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management and is the senior member of The D'Addario Group in Short Hills, New Jersey. He has been with Merrill for over 31 years and has been recognized in Barron's "Top 1,200 Financial Advisors" list for 2022 and 2025 as well as Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2026. Robert holds several professional designations, including Certified Portfolio Manager (CPM) from the Academy of Certified Portfolio Managers, Certified Private Wealth Advisor (CPWA) from the Investments & Wealth Institute, Certified Plan Fiduciary Adviser (CPFA) from the National Association of Plan Advisors, and Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning Institutes Corp. His expertise encompasses areas such as divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He graduated with a Bachelor of Science in Business Administration with a concentration in Finance from Rider University, where he also participated in ROTC and served as a Field Artillery Officer in the New Jersey Army National Guard. He earned an MBA with a concentration in Finance from Fairleigh Dickinson University. Robert supports Rider University through the Executive Advisory Council and the Finance & Economics Advisory Council. Outside of his professional life, he enjoys golfing, spending time with his family, and traveling.

Wealth management Retirement income strategy Tax-loss harvesting Retirement withdrawal strategies Family Business Women Professionals Women's Finance
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