Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Robert Keller is a Vice President and Senior Financial Advisor in the Wilson office. He joined Merrill Lynch Wealth Management in 1983 and has an MBA from Florida Atlantic University. Rob also has undergraduate degrees from Syracuse University and S.U.N.Y. College of Environmental Sciences and Forestry.
Rob helps clients develop strategies for their personal and business finances using Merrill's suite of Wealth Management tools. Rob uses both discretionary fee based accounts as well as non-discretionary portfolio management, depending on the client's preference.
Rob successfully completed the Chartered Retirement Plans Specialist (CRPS®) certification from the College for Financial Planning. Recently Rob completed the Certified Plan Fiduciary Advisor course given by the National Association of Plan Advisors. With additional firm training he has been designated a Retirement Accredited Financial Advisor. Rob's focus is on retirement planning including helping you learn about the choices you have for your retirement assets in a former employer's plan*.
To learn more about how Merrill is helping to meet the financial needs of families of children with disabilities, visit the "Special Needs Financial Services" section of TotalMerrill.com
*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.
*CRPS® and Chartered Retirement Plans Specialist are registered service marks of the College for Financial Planning.
Rob is the past President of the board of the Wilson Community Foundation. He was the President of the Board of Imagination Station, Chairman of the Board of the Red Cross, and is a past President of the Kiwanis All American.
FLORIDA ATLANTIC UNIVERSITY
SUNY COLLEGE OF ENVIRONMENTAL SCIENCE AND FORESTRY
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1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.