With over 30 years in the financial services industry, Robert Dwyer joined Merrill Lynch Wealth Management as a Financial Advisor in 1996. Rob is a Retirement Benefits Consultant for Merrill. This designation is only awarded to a limited number of firm-wide Advisors who have completed a rigorous assessment process and training program. He has been awarded and holds the Certified Private Wealth Advisor^® (CPWA^®) and his Certified Investment Management Analyst^® CIMA^® as well as his  Certified 401(k) Professional C(k)P^® designations.

Rob works with high-net-worth clients helping them simplify and organize their complex financial lives. He focuses on individualized financial planning for his clients and routinely assists with addressing concentrated stock positions, philanthropic planning, and alternative investments.

Rob has previously served as a national coach, training new financial advisors from 2001-2006. He acted as the Sarasota Complex's Sales Manager in 2011-2012. When he's not at the office, Rob loves to get outdoors and stay active. Depending on the season, you could find Rob snowboarding, surfing or mountain biking on multiple continents.  He and his wife, Amy, travel frequently, to Central and South America, where they enjoy getting on the water and exploring the rainforests.

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.