Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Rob Juergens is a Wealth Management Advisor who helps clients effectively steward their wealth. Rob began his career in the financial services industry in 2000. Rob works closely with individuals, professionals, families, trusts, businesses and organizations to help them define and reach their financial objectives. Rob follows a consultative and disciplined process that delivers a consistent yet customized wealth management experience. This process includes defining goals, establishing objectives, setting expectations, portfolio construction, investment strategies, liability management, tax minimization and asset preservation.
Rob launched his career at the Federal Reserve Bank of Chicago-Detroit Branch before transitioning to JPMorgan where he worked as a Trust Advisor and Investment Specialist for nearly a decade. Rob has been at Merrill since 2010 and is currently a Senior Vice President and Wealth Management Advisor in the Ann Arbor branch.
Rob has developed comprehensive market knowledge and experience to confidently plan and deliver personalized strategies to help ensure that each of his clients’ goals are met. Rob received his Bachelor of Arts degree in Economics with high distinction from The University of Michigan. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Certified Portfolio Manager (CPM®), and Certified Trust and Financial Advisor (CTFA®) designations. He also holds the Series 7, 63 and 65 FINRA registrations and is licensed in long-term care, life and health insurance.
Rob follows the deep-seated Merrill tradition of participating in the communities we serve. A lifelong Michigan resident, Rob is a member of the Ann Arbor Rotary Club, Washtenaw Estate Planning Council, and the Board of Directors of the Cancer Support Community of Greater Ann Arbor. He currently lives in Chelsea with his wife and six children.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
University of Michigan
The Univeristy of Pennsylvania
The University of Chicago
English & German
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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.
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.