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Robert D

Series 63, Series 65

Lavallette, NJ

Merrill

Robert D'Addario is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the senior member of The D'Addario Group in Short Hills, New Jersey. Robert has been with Merrill for over 32 years and has been recognized on Barron's Top 1,500 Financial Advisors list for the years 2022, 2025, and 2026, as well as on Forbes | SHOOK® Best-in-State Wealth Advisors list for nine consecutive years from 2018 to 2026. Robert graduated from Rider University with a Bachelor of Science in Business Administration, concentrating in Finance, where he also participated in ROTC and served as a Field Artillery Officer in the New Jersey Army National Guard. He holds a Master of Business Administration with a concentration in Finance from Fairleigh Dickinson University. He has earned multiple professional designations including Certified Portfolio Manager (CPM®), Certified Private Wealth Advisor (CPWA®), Certified Plan Fiduciary Adviser (CPFA®), and Chartered Retirement Planning Counselor (CRPC™). He actively supports Rider University through participation on the Executive Advisory Council and the Finance & Economics Advisory Council. Robert's expertise includes divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income planning. Outside of his professional role, he enjoys golfing, spending time with his family, and traveling.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Business ownership considerations Women Professionals
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