Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Wealth Management Advisor in the Kingwood office of Merrill Lynch, Robert L. (Bob) Hayes concentrates on the financial and investment needs of serious investors. Mr. Hayes assists clients in meeting their long-term financial goals and implements customized risk appropriate investment strategies to help clients reach those goals. Merrill Lynch's access to a broad range of financial products, markets, and investment strategies enables Bob to build truly diversified investment portfolios for clients. Client satisfaction and goals based performance are his primary business objectives. Bob is committed to providing a high level of quality service to all clients.
Robert L. (Bob) Hayes is a CERTIFIED FINANCIAL PLANNER™ certificant, CFP®, a designation awarded by the Certified Financial Planner Board of Standards, Inc., holds the Chartered Retirement Planning Counselorsm designation, CRPC®, and is a licensed and former practicing Certified Public Accountant, (CPA). Bob Hayes is a 1979 graduate of the University of Houston with a BBA in accounting. Mr. Hayes began his professional career in 1981 working as a tax accountant for a Houston area tax attorney and CPA. In 1984 he moved to Kingwood Texas and was employed as a CPA for a local firm where he was responsible for over 500 client relationships. In 1989, Bob established his own successful CPA practice in Kingwood. After retiring from public accounting, he joined the Kingwood office of Merrill Lynch in 1998. Throughout his professional career, Bob has achieved a superior level of technical competence that empowers him to fulfill the complex and sophisticated needs of the affluent investor. Bob does not provide tax advice in his current role at Merrill Lynch.
Ellen Jewell, Client Associate, has been in the financial services industry since 1980. Her vast experience and dedication to client service is unique and much appreciated by clients and collegues alike. Ellen and her husband Gary have two children, Emily and Martin, and have lived in Kingwood since 1991.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Chartered Retirement Planning Counselorsm and CRPC® are registered service marks of the College for Financial Planning.
University of Houston System
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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.
Division Structured Credit Executive
Bank of America, N.A.
ISG Portfolio Strategist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.