Bob Clark

Assistant Vice President, Senior Financial Advisor

2815 Townsgate Road
Westlake Village, CA 91361
805.381.1472
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

“Personalized wealth management starts with a good process,” Bob says about his role as Senior Financial Advisor. “Selecting individual investments should be the last step of that process, based on each client’s goals and needs.”

The path that brought Bob to Merrill Lynch Wealth Management in 2005 supports his approach to financial strategies. As vice-president for a recorded music subsidiary of Time Warner, Bob’s operational experience and disciplined approach now guide his advice and service to his clients.

“In the current investing environment," Bob says, “the old adage, ‘Let cooler heads prevail,’ rings true. Often it’s difficult to keep emotion out of investing, and that’s where a careful process with an eye toward long-term goals can help avoid pitfalls.”

Bob lives in Oak Park, California with his wife, Mandarin Oriental Hotel Group Head of Key Global Accounts Robin Clark. Their daughter has a BFA in Dance, with which she teaches, choreographs, performs, and helps run a commercial dance studio - along with regularly doing standup comedy. Their son is principal environment technical artist for online videogame company ZeniMax in Hunt Valley, MD. 

Bob is a cum laude graduate of Duquesne University in his native Pittsburgh, having received numerous gold and platinum RIAA-certified sales awards for his promotional and operational efforts on music projects.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.

About Merrill

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.

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Robert Clark is registered to do business in AZ, CA, CO, CT, FL, ID, MD, MO, MT, NV, NY, OH, PA, TX, WA, WI.