Robert Marton, CFP®, CIMA®

Senior Managing Director, Senior Wealth Advisor



Robert “Bob” Marton joined Lido in October 2019. A founding member of his former group, a major wirehouse, Bob sets strategic direction and vision by working closely with the team to deliver superior wealth management services to clients.

His focus is directed toward exceptional client service through strong attention to detail and innovative financial planning

that upholds the financial goals of his clients. Bob began his career in finance in the mid-1980s, working on the trading floor of the New York Mercantile Exchange (NYMEX), before joining Merrill Lynch in 2008. He holds the Certified Financial Planner CFP® certification, as well as the Certified Investment Management Analyst, CIMA® designation as an advanced investment consultant. A graduate of the University of Maryland, Bob has been a resident of Florida since 1993. He and his wife, Lisa, live in Boca Raton, FL with their three children at Woodfield Country Club, where Bob had previously served as president of the board of directors. Bob has also served on the boards of The Jewish Federation of South Palm Beach County and The Ruth and Norman Rales Jewish Family Services. Bob and Lisa are active members of Temple Beth El and enjoy spending time in White Lake, located in New York’s Catskill Mountains

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