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Merrill Lynch
Wealth Management
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile
Robert J. Campbell
Senior Financial Advisor
Senior Vice President
Robert joined Merrill Lynch Wealth Management in 2010. His focus is on creating strategic financial advice and guidance for high net-worth individuals, their families and businesses.
Robert's Goals-Based wealth management approach is a consultative five-step process.
1) Assess Situation: Get to know client(s) from a demographic, financial and behavioral perspective.
2) Articulate Needs and Goals: Help client(s) identify concerns and define goals. Our planning process assists in establishing risk tolerance, time horizon and investment objectives.
3) Define and Refine Approach: Assess and refine ability to fund life and financial goals.
4) Implement Goals-Based Recommendations: Implement financial strategy which aligns with client(s) defined approach by utilizing the depth and breadth of Merrill Lynch's investment capabilities.
5) Review Progress to Goals: Structure a customizable review schedule to maintain course of Goals-Based strategy.
"My goal is to help client's plan in every facet of their financial lives. Whether it is your children's education, growing your business or planning and structuring your retirement, I want to strategically work with you in achieving all of your financial goals."
Prior to joining Merrill, Robert worked for JPMorgan Chase & Co. in their retail banking and investment services departments. During his time there, he provided client's structured banking services and investment opportunities through the JP Morgan Asset Management division. Robert was raised in Bainbridge Island, WA and graduated in 2009 from California State University, Monterey Bay with a Bachelor's of Science in Business Administration; focusing in Entrepreneurship and Finance. Robert currently resides in Seattle and holds FINRA Series 6, 7, 63, 65 registrations and Life Insurance license.
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.
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EDUCATION
California State University System
Create a plan that is all about you.
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.
Professional Staff
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.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Articles
Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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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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