Rob works with high-net-worth Individuals and families on how to coordinate, organize and simplify their complex financial lives. He assists families on developing a customized planning strategies to fit their individual financial objective. These strategies can include concentrated stock positions, philanthropic planning, or alternative investments.
With 28 years in the financial services industry, Robert Dwyer joined Merrill Lynch Wealth Management as a Financial Advisor in 1996. Rob has served as a national coach, training new financial advisors from 2001-2006. He holds the following designations Certified Private Wealth Advisor® (CPWA®) and his Certified Investment Management Analyst® CIMA® as well as his Certified 401(k) Professional C(k)P® designation.
When not in the office Rob is traveling with his family to the Pacific Northwest and Costa Rica. Where they enjoy surfing, mountain biking and fly fishing.
\*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.
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.
CRPC™
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.
