Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert Thompson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Merrill Lynch. As a CFP® professional, Robert provides goals-based planning services and helps oversee internal business operations of The Thompson Group.
Prior to joining Merrill Lynch, 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
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
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Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.