Robert Marton, CFP®, CIMA®

Managing Director

Robert Wayne Marton joined Lido Advisors, LLC as a Managing Director 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. 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, Florida with their three children at Woodfield Country Club, where Bob had previously served as president of the board of directors.

Robert Marton holds a Certified Financial Planner, CFP® designation as well as a Certified Investment Management Analyst, CIMA® designation as an advanced investment consultant.

Bob has also served on the boards of The Jewish Federation of South Palm Beach County and The Ruth and Normal 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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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute (the Institute) is the owners of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]

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