Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert Keller is a Vice President and Senior Financial Advisor in the Wilson office. He joined Merrill Lynch 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 Lynch'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 Lynch 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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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.
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