Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Robert Thompson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Merrill Lynch Wealth Management. As a CFP® professional, Robert provides goals-based planning services and helps oversee internal business operations of The Thompson Group.
Prior to joining Merrill, Robert was a successful estate planning and litigation attorney that represented multi-billion dollar clients such as Wells Fargo Bank, National Association, the Archdiocese of Los Angeles, Catholic Charities of Los Angeles, Inc. and various other national interstate trucking companies.
Robert holds a Bachelor of Science in Business Admiration (cum laude) and a Bachelor of Arts in Economics (cum laude) from the University of California at Riverside. He also holds his Juris Doctorate from Chapman University School of Law and is a licensed attorney in the State of California.
From the all-encompassing legal background, Robert complements his experience with wealth transfer planning for clients who wish to focus on unique needs and estate planning services.
In addition to enjoying traveling and attending baseball games, Robert looks forward to weekend Disneyland trips and camping in the summer with his wife and three children.
University of California at Riverside
Chapman University School of Law
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.