Robert Marton, CFP®, CIMA®
Senior Managing Director, Senior Wealth Advisor
Bob began his career working on the trading floor of the New York Mercantile Exchange.
Joined Lido: 2019
Homebase: Boca Raton
Professional Focus: Bob focuses on business development, client experience and innovative wealth strategies. He works closely with his team to set strategic direction and deliver superior wealth management services to clients. Professional
Designations: CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst
Education: B.A., University of Maryland
Previous Work Highlights: He worked for Merrill Lynch Wealth Management for 10 years as an advisor and Senior Vice President.
Personal Facts: Bob has served on the boards of The Jewish Federation of South Palm Beach County and The Ruth and Norman Rales Jewish Family Services. He and his wife, Lisa, reside in Boca Raton, FL. Bob and Lisa are active members of Temple Beth El and enjoy spending time in White Lake, located in New York’s Catskill Mountains.
