Who We Are
Robert T. Guerra
Robert spent 13 years at Merrill Lynch as a First Vice-President, Senior Financial Advisor and Portfolio Manager. He started his financial career at Prudential Securities in 2001 where he was an early adopter of the fiduciary, financial planning based wealth management style including the use of low-cost tax-efficient investment vehicles such as Exchange Traded Funds (ETFs) when these were all rarities on Wall Street. Prior to working in the financial industry, Robert spent much of the 1990s as a successful Lighting Designer and technician in the film, television, and theatre industry. He is a graduate of New York University with a degree in International Relations.
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