Robert Odishoo
Rob and his team assist successful individuals who have spent the better part of their lives building and balancing their family with their rewarding careers or businesses. These first-generation family wealth creators tend to be at a point in their lives where they have several complex financial and life goals. Often these goals are hard to quantify and may even conflict with other priorities. Realizing the complexity of their next financial decisions, and the impact it may have on their family and/or business, our clients turn to us as a trusted partner – seeking unbiased professional guidance and expertise to navigate these important decisions.
Rob Odishoo joined Bank of America in 2015 and Merrill Lynch as a Financial Advisor in 2018. With over 20 years of experience in the financial services industry, Rob has held multiple positions within wealth management, lending, and private banking, and has worked for companies including JP Morgan Chase, Waddell and Reed, and Conseco.Rob earned the Accredited Wealth Management Advisor™ (or AWMA™) designation from the College For Financial Planning Institutes Corp. Many advisors desire to work with high-net-worth clients - oftentimes C-level executives and business owners - who have $1M in investable assets now or are poised to experience a life changing liquidity event in the near future. Such events could be an upcoming retirement, the sale of a business, or a significant windfall from other sources, such as an inheritance. The AWMA™ course helps financial advisors expand upon the base level of knowledge that is sufficient when serving mass-affluent clients, by introducing the advisor to the complex and sophisticated concepts, tools and solutions that are applicable to high-net-worth clients.As a Senior Portfolio Advisor, Rob can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.Rob received his bachelor's degree from the Marshall School of Business at the University of Southern California in 1994 where he met his wife of nearly 30 years, Janelle. They have one daughter, Jessica, a graduate of Pepperdine University and current Dean Scholar at the USC Price Master of Public Policy (MPP). The Odishoos were long-time Orange County, CA residents, and moved to the Dallas–Fort Worth metroplex in 2024 seeking a change and following the great migration to Texas. They settled in north Frisco near the PGA Headquarters where Rob hopes to improve on his golf game. If he is not in the office, he is probably at the PGA district working on his drive – hopelessly still hooking.Rob follows a deep-seated Merrill tradition of giving back to the community. Through his involvement and leadership with Bank of America's financial literacy program "Better Money Habits (BMH)", Rob has spoken at numerous non-profits, schools/colleges, women's shelters, and libraries on various topics surrounding financial literacy. He believes that the lessons taught through BMH has helped hundreds of individuals manage their personal finances and led them to make smart financial decisions. Rob served as the Orange County Market Community Outreach Chair for BMH in 2024.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
