Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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
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.
We put you first, every day.
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.