Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
University of Michigan
The Univeristy of Pennsylvania
The University of Chicago
English & German
Personalized advice, disciplined investing and ongoing review can make this a reality.
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, 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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.
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.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.