Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Rob Edmondson, began working in the investment arena in 1991 and joined Merrill Lynch in the Wilson North Carolina office as a Financial Advisor in 2004. Rob is a graduate of the University of North Carolina at Chapel Hill and holds a Master's degree in Business from Wake Forest University. He completed the Certified Investment Management Analyst Program at the Wharton School of Business, University of Pennsylvania and holds the Certified Investment Management Analyst® (CIMA®) designation. Rob's prior career in industry include positions with two corporations as corporate treasurer and vice-president of finance and 14 years as Associate Professor of Finance.
My personal mission is to build a relationship with the client to establish and achieve financial goals through objective management of investment assets. Using Merrill's Wealth Management Process I help clients determine long term financial goals and asset allocation strategies to meet those goals. Liability management is also a critical component of the planning process. My success is not measured by performance statistics but rather by the client's success in achieving their goals.
The principles by which I do business: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism.
Rob's Client Associates are Kathy Bellamy and Lisa Galperin. Kathy joined Merrill Lynch in 2011 and brings 18 years of financial services experience to our clients. Kathy has two children and resides in Rocky Mount. Lisa began working for Merrill Lynch in 2005 and brings of 25 years customer service experience to our clients. She and her husband, Greg, have two children and reside in Wilson.
Together, Lisa and Kathy handle account administration and operations, integral parts of our client service. They are happy to help with all client needs.
Rob lives in Wilson with his wife, Dr. June Edmondson and their boxer puppy Mabel. Active in the First Presbyterian Church of Wilson, Rob has served as Clerk of the Session, Youth Confirmation Class instructor, Chair of the Property Committee, and President of the Presbyterian Men.
Rob's outside interest include: tennis, golf, scuba diving, cycling, quail hunting, and Civil War/World War II history.
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 Pennsylvania Wharton Business School
Wake Forest University
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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, 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 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
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*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.
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.