With over 30 years in the financial services industry, Robert Dwyer joined Merrill Lynch Wealth Management as a Financial Advisor in 1996. Rob is a Retirement Benefits Consultant for Merrill. This designation is only awarded to a limited number of firm-wide Advisors who have completed a rigorous assessment process and training program. He has been awarded and holds the Certified Private Wealth Advisor® (CPWA®) and his Certified Investment Management Analyst® CIMA® as well as his Certified 401(k) Professional C(k)P® designations.
Rob works with high-net-worth clients helping them simplify and organize their complex financial lives. He focuses on individualized financial planning for his clients and routinely assists with addressing concentrated stock positions, philanthropic planning, and alternative investments.
Rob has previously served as a national coach, training new financial advisors from 2001-2006. He acted as the Sarasota Complex's Sales Manager in 2011-2012. When he's not at the office, Rob loves to get outdoors and stay active. Depending on the season, you could find Rob snowboarding, surfing or mountain biking on multiple continents. He and his wife, Amy, travel frequently, to Central and South America, where they enjoy getting on the water and exploring the rainforests.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
CKP®,CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.