Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2021, 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Robert J. Schuldt, Jr., CFP® Senior Vice President, Wealth Management Advisor
Our team helps simplify your finances which makes your life easier.
Bob ran two successful small service-based businesses before joining Merrill in 1994. He offers over 27 years of experience as a Wealth Management Advisor and focuses on financial strategies, estate and wealth transfer issues for individuals, and planned giving and investment consulting for nonprofit organizations.
Bob is a graduate of Rockford University with a B.S. in Finance and an emphasis in Economics. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and has completed the Certificate Program in Financial Planning at DePaul University.
Bob is actively involved in non-profit organizations including the Moody Business Network, where he serves as chairman. He is also a member of the Board of Trustees for the Moody Bible Institute.
He has a strong focus on values-based wealth management and transfer. He adheres to a disciplined process, with an emphasis on fully understanding who the client is and what matters most to them.
Bob was named to the Forbes "Best-in-State Wealth Advisors" list in 2021, 2022 and 2023*
Rockford University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #444459
Wealth Management Banking Specialist
Merrill
Wealth Strategist
Merrill
We understand that both your life and the financial markets can change over time. By 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
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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