Robert Dwyer
,
Managing Director, Wealth Management Advisor
NMLS #521062
1190 W. Marion Avenue
Punta Gorda, FL 33950
941.637.4331
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We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Profile

With over 30 years in the financial services industry, Robert Dwyer joined Merrill Lynch Wealth Management as a Financial Advisor in 1996. Rob is a Retirement Benefits Consultant for Merrill. This designation is only awarded to a limited number of firm-wide Advisors who have completed a rigorous assessment process and training program. He has been awarded and holds the Certified Private Wealth Advisor® (CPWA®) and his Certified Investment Management Analyst® CIMA® as well as his  Certified 401(k) Professional C(k)P® designations.

Rob works with high-net-worth clients helping them simplify and organize their complex financial lives. He focuses on individualized financial planning for his clients and routinely assists with addressing concentrated stock positions, philanthropic planning, and alternative investments.

Rob has previously served as a national coach, training new financial advisors from 2001-2006. He acted as the Sarasota Complex's Sales Manager in 2011-2012. When he's not at the office, Rob loves to get outdoors and stay active. Depending on the season, you could find Rob snowboarding, surfing or mountain biking on multiple continents.  He and his wife, Amy, travel frequently, to Central and South America, where they enjoy getting on the water and exploring the rainforests.




*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Recognition
Barron's "America's Top 1200 Financial Advisors State-by-State", 2022-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Brittany C Ingman,

CKP®, CRPC™

Assistant Vice President, Wealth Management Specialist
941.637.4309
Amber L. Weaver,

CRPC™

Wealth Management Specialist
941.637.4391
Carlos Candales
Assistant Vice President, Wealth Management Associate
941.637.4323
Kara Cioffi
Officer, Registered Wealth Management Client Associate
941.637.4359
Suzanne J Kingsbury
Assistant Vice President, Wealth Management Associate
941.637.4329
Jennifer A Wilson
Assistant Vice President, Wealth Management Associate
941.413.4505
Additional Resources
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.
Alicia E Zappala
Wealth Management Banking Specialist
Merrill
Shelley Beauregard
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Carlos Sacerio
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1285843
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Rob Dwyer is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.