Profile

Robert Black is a Senior Vice President and Senior Financial Advisor with Merrill. Robert works closely with wealthy individuals, couples, and families throughout the United States, helping them discern what they want to accomplish with their wealth and pursue those goals more efficiently. With more than two decades as a Financial Advisor, he offers practical guidance, a seasoned perspective, and a robust network to help expedite client objectives.

Robert has earned national distinction for his work as an Advisor, recognition that he attributes to the caliber of the clients he serves:

 •   Forbes “Best-In-State Wealth Advisors,” 2021 and 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).

Loyal to clients and their families, Robert offers a sincere interest in each person—their ambitions, intentions, concerns, and aspirations. People often come to him with complex issues about their wealth. He is gratified to help them devise a path forward, clarifying their situation through a written plan that captures where they are and where they want to be. Robert then leads his team in implementing tailored initiatives for clients and their families, mindful of their changing life priorities, as well as market conditions and tax legislation. Client referrals are the primary source of his new relationships—a fact that spurs his continuing efforts to exceed expectations.

Robert is closely attuned to the challenges and opportunities that clients encounter at different points in their careers and life stages. He has extensive experience advising senior executives about their concentrated and restricted stock holdings, helping them unwind the intricacies of executive compensation. Business owners and professionals look to Robert for assistance in clarifying the intersection of their personal and professional wealth, encompassing both sides of the balance sheet. Retirees or those nearing that milestone look to Robert to help design reliable cash flow, identifying the source and sequence of assets to fund their lifestyle. Finally, multiple generations of client families seek Robert’s assistance in advancing their goals, whether saving for higher education, purchasing a first or second home, transferring wealth in a tax-sensitive manner, or establishing a more secure financial footing for special-needs children, elderly parents, or other family situation.

Robert began his career immediately after graduating college in 1998, quickly building a successful practice at Merrill Lynch Wealth Management. He then served as a Senior Financial Advisor with both UBS and Morgan Stanley before returning to his roots at Merrill in 2016. He is a graduate of Fort Lewis College in Durango, Colorado, where he earned his Bachelor’s degree in Marketing and Business.

Robert and his wife Jen live in Dallas with their two children, Tripp and Kate. Outside the office, Robert enjoys spending time with his family and friends and supporting his kids in their activities. Weekends often find him competing in triathlons and other endurance fitness events. He has completed more than six full distance Ironman events and looks forward to challenging himself with future competitions.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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.