Robert Cummins is a seasoned Senior Financial Advisor and Senior Vice President of Wealth Management at Merrill Lynch Wealth Management, a division of Bank of America Corporation. With over 26 years of dedicated service, Bob has cultivated a profound expertise in wealth management, focusing on...
Robert Cummins is a seasoned Senior Financial Advisor and Senior Vice President of Wealth Management at Merrill Lynch Wealth Management, a division of Bank of America Corporation. With over 26 years of dedicated service, Bob has cultivated a profound expertise in wealth management, focusing on investment strategies and comprehensive financial planning designed to help clients preserve and grow their wealth. Leading the Barton & Cummins Group, he provides a personalized wealth management experience tailored to the unique needs of successful individuals, families, and businesses.
Bob's approach is rooted in a deep understanding of asset and liability management, retirement planning, income management, and inter-generational wealth transfer. His commitment to a planning-based methodology ensures that clients receive holistic advice that aligns with their financial goals and aspirations. By leveraging his extensive knowledge of portfolio management and market dynamics, Bob empowers clients to navigate complex financial landscapes, making informed decisions that safeguard their financial futures.
Residing in York, Maine, and originally from the Washington, D.C. area, Bob is not only dedicated to his clients but also to his community. He actively engages in local initiatives that promote financial literacy and responsible investing. His long-standing tenure at Merrill Lynch is a testament to his unwavering commitment to excellence and client satisfaction. As he continues to guide clients through the intricacies of wealth management, Robert Cummins remains a trusted partner in their financial journeys, helping them achieve lasting prosperity and peace of mind.