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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Merrill Lynch
Wealth Management
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Recognition
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.
Robert D Norton
Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Profile
Our group focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Our access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. We're driven by our passion for delivering excellent service and helping clients pursue their goals.
Rob’s career began at the Merrill Retirement and Benefits Contact Center in Jacksonville, Florida where he started in September of 2012. During his time there he consulted participants in some of the most complicated institutional plans that were administered by Merrill. These included Defined Benefit, Defined Contribution, Non-qualified Deferred Compensation, Employee Stock Purchase and Equity Award Plans for multiple Fortune 500 companies including the Merrill plan for its employees.
Rob Norton joined the Annapolis office as a Financial Advisor in December of 2013 and in March 2016 earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. In 2019, he earned the Certified Private Wealth Advisor® certificate designation, awarded by the Investments & Wealth Institute. Additionally, he holds the Chartered Retirement Planning Counselor℠, professional designation awarded through the College for Financial Planning and his Series 7 and Series 66 FINRA registrations.
In 2022 he was named as a Forbes "Best-in-State Next Generation Wealth Advisors"* (published on August 3, 2022. Rankings based on data as of March 31, 2022.)
Rob earned his Bachelor of Science degree in Business Administration studying finance and insurance from the Darla Moore School of Business at the University of South Carolina where he graduated Magna Cum Laude. He lives in Annapolis and in his spare time enjoys playing golf, boating on the Chesapeake and watching the Gamecocks compete in the SEC.
*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive Compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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EDUCATION
University of South Carolina - Columbia
Create a plan that is all about you.
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.
Professional Staff
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.
Additional Resources
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.
Tim Mulosmanaj
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484022
John Pellegrini
Market Linked Investments Specialist
Bank of America, N.A.
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Keith Bouchard
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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
Let’s Have a Conversation
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.
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Why Merrill?
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.
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