Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert Bodmer, CIMA®, CPFA Senior Vice President, Wealth Management Advisor and Senior Portfolio Manager holds the CIMA® designation, awarded by the Investments & Wealth Institute™ (The Institute) , taught in conjunction with the Wharton School, University of Pennsylvania. Robert is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill Advisors.
Robert has 32+ years of corporate and non-profit finance experience. Robert graduated from the University of Tampa and continued his education in graduate studies at Marymount and George Mason Universities. Robert resides in Apex with his wife, Mary, and his two children and is active within the Rotary Club, Apex Parks & Recreation Youth Athletics, East Carolina University Health Sciences Division, UAB Birmingham Health Sciences Board of Advisors and local charitable foundations and organizations.
Robert effectively works with high net worth individuals by incorporating financial strategies that include tax-free and tax-deferred investments, discretionary money management, risk management in coordination with a team of specialists at Bank of America and Merrill.
Robert is adept in advising and consulting with businesses in establishing Merrill Working Cash Management Accounts for credit and financing options, Profit Sharing plans, 401(k) plans and equity and bond offerings.
Robert's clients are comprised of affluent families and individuals, corporate executives and successful business owners who value the disciplined approach that he brings to each relationship.
|Robert believes that a successful wealth management strategy takes into account all of your life's financial goals and he looks forward to establishing a deep and valued relationship with you and your family.
The Total Merrill Difference:
Depth and Breadth of Resources
From education to retirement planning strategies to portfolio management, Robert will draw from extensive offerings to develop innovative recommendations that build and help enrich your financial life.
* Financial strategies
* Education cost planning
* Industry leading research
* Retirement planning
* Insurance strategies
* Cash Management for individuals and businesses
* Credit lines and securities based lending programs
* Alternative investments for qualified investors
* Concentrated stock services
* Access to Banking Services through Bank of America, N.A. including: On-Line banking and access for individuals and businesses, Commercial and Residential Lending, VISA credit card services
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Tampa
Our experts examine the forces that are changing the world – and how they may impact your life
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.