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Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2021, 2022, 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
Forbes "Best-in-State Wealth Advisors" 2021
Published on February 11, 2021. Rankings based on data as of June 30, 2020.
Robert Bodmer, CIMA®, CPFA Managing Director, 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 both 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 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
* Trusts
* 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Employee Benefits Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #112175
Wealth Management Banking Specialist
Merrill
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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