Robert Bodmer, CIMA^®, CPFA^TM Managing Director, Wealth Management Advisor and Senior Portfolio Manager holds the CIMA^® designation, awarded by the Investments & Wealth Institute^™ (The Institute) , taught in conjunction with the Wharton School, University of Pennsylvania. Robert is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill Advisors.  

Robert has both corporate and non-profit finance experience. Robert graduated from the University of Tampa and continued his education in graduate studies at Marymount and George Mason Universities. 

Robert effectively works with high net worth individuals by incorporating financial strategies that include tax-free and tax-deferred investments, discretionary money management, risk management in coordination with a team of specialists at Bank of America and Merrill.

Robert is adept in advising and consulting with businesses in establishing Merrill Working Cash Management Accounts for credit and financing options, Profit Sharing plans, 401(k) plans and equity and bond offerings.

Robert's clients are comprised of affluent families and individuals, corporate executives and successful business owners who value the disciplined approach that he brings to each relationship.
|Robert believes that a successful wealth management strategy takes into account all of your life's financial goals and he looks forward to establishing a deep and valued relationship with you and your family.

The Total Merrill Difference:
Depth and Breadth of Resources

From education to retirement planning strategies to portfolio management, Robert will draw from extensive offerings to develop innovative recommendations that build and help enrich your financial life.

* Financial strategies
* Education cost planning
* Industry leading research
* Retirement planning
* Insurance strategies
* Trusts
* Cash Management for individuals and businesses
* Credit lines and securities based lending programs
* Alternative investments for qualified investors
* Concentrated stock services
* Access to Banking Services through Bank of America, N.A. including: On-Line banking and access for individuals and businesses, Commercial and Residential Lending, VISA credit card services



*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
  
*Robert Bodmer NMLS ID 557411 

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.