W. Rob Juergens

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Profile

With over 15 years of experience in the financial services industry and while earning numerous professional designations, Rob Juergens leverages his comprehensive market knowledge to confidently plan and deliver personalized strategies to help ensure that each of his clients’ goals are met. Rob began his career working for 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 Lynch since 2010 and is currently a Senior Vice President and Wealth Management Advisor in the Ann Arbor branch.

For the past 15 years, Rob has been working with individuals, 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. He understands that every relationship begins with a thorough understanding of your needs, goals and risk tolerance. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual. With this intimate knowledge, Rob is able to help you establish objectives, develop an appropriate strategy, and recommend solutions that draw upon the breadth and depth of Merrill Lynch to connect the pieces of your financial life, taking into consideration your risk tolerance, time horizon, liquidity needs and overall investment goals.

Rob received his Bachelor of Arts degree in Economics with high distinction from The Regents of The University of Michigan. He then went on to earn his Certified Investment Management Analyst® (CIMA®) and his Certified Private Wealth Advisor® (CPWA®) designations from the Investments & Wealth Institute™ after completing their educational components at the Wharton School of Business and the Booth School of Business at the University of Chicago respectively. Additionally, Rob earned his designation as a Certified Portfolio Manager (CPM®) from the Academy of Certified Portfolio Managers after completing its educational component at Columbia University. Rob also holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. Furthermore, after attending the Institute of Certified Bankers, Rob received his designation as a Certified Trust and Financial Advisor (CTFA®). He also holds the Series 7, 63 and 65 FINRA registrations and is licensed in long-term care, life and health insurance. Although Merrill Lynch does not provide tax advice, Rob has previously worked as a professional tax preparer for six years and has also earned various designations to enhance his professional knowledge base and financial skillset. With his extensive professional experience, profound understanding of the financial industry, and focused investment management style, Rob Juergens adheres to his commitment of providing exceptional wealth management service while diligently working to help ensure that his clients achieve their financial goals.


*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice.  Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.


Rob follows the deep-seated Merrill Lynch tradition of participating in the communities we serve. He is a member of the Ann Arbor Rotary Club, Washtenaw Estate Planning Council and is a lifetime Michigan resident. Rob is also the Scoutmaster for the Boys Scouts of America Troop 454 in Chelsea. He currently lives in Chelsea with his wife and four children.

 

  • EDUCATION

    University of Michigan

    The Univeristy of Pennsylvania

    The University of Chicago

    Columbia University

  • LANGUAGES

    English & German

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.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Philosophy

I believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop strategies designed to help address your financial needs.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment I can customize financial strategies together. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. My ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with strategies for transferring wealth to the younger generation.

Focus On Individuals and Families

I work primarily with high-net-worth individuals and families. I’ll begin by getting to know you as we explore the following seven priorities together:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

I work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill and access to the banking convenience of Bank of America as we do so.

 

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

<br />Periodic reviews to help you <br /> stay on track

Periodic reviews to help you
stay on track

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.

    <br />Monitoring changes in your life<br />and to your goals

    Monitoring changes in your life
    and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    Wealth Management Your Way

    MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

    You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      Let’s Have a Conversation

      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.

      Why Merrill Lynch?

      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.


      Merrill_Capabilities_Brochure.png  

      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.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your strategy as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.