Robert Hallet

Background

About Robert Hallet

The Hallet Group at Merrill works exclusively with successful individuals & families, business owners and high-ranking corporate executives. Utilizing our vast experience, along with the Resources, Specialist, and Intellectual Capital of Merrill and Bank of America Private Bank, we design customized, tax efficient strategies, and very detailed financial & retirement income plans for our clients that reflect their unique circumstances and goals. We focus on risk, taxes, and fees, and assist our clients in growing their wealth, preserving their wealth, and planning for distribution of wealth during their lifetime and after. Planning, Responsible Investment Management, Personalized Banking, and Trust Services are the key areas we focus on, along with a commitment to provide the highest level of personalized service and care. That is who we are. We have everything in place to manage and execute all your important financial goals, needs, and objectives. We are trained to help meet and understand the specialized needs of individuals and families of wealth. We build our relationships based on trust, integrity, and personalized service. Our clients benefit from our experience, scale & capabilities (Merrill Lynch & Bank of America), and most importantly, the convenience of having just one Team to contact for all their financial needs.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A, Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation ("BofA Corp.").