Robert Yan is a Senior Financial Advisor with Merrill in Sarasota. With more than three decades in wealth management and investing, Robert offers practical insight and the ability to help clients simplify the complexities of their financial lives. Committed to the clients he serves, he brings a quiet integrity, seasoned judgment, and a responsive work ethic that demonstrates how much he values each relationship.
Clients from diverse paths seek Robert’s assistance. Many are executives, professionals, or business owners who have encountered a crossroad in their wealth. Some anticipate retirement in the next few years and are wondering if they are adequately prepared for that milestone. Others are business owners or professionals who recognize that their finances could benefit from sustained attention, but who do not have sufficient time to oversee the management of their wealth. And still others are individuals, couples, or families at a significant financial juncture, whether that’s selling a business, financing a new venture, diversifying a concentrated position, or any other financial decision-point.
To these needs and others, Robert brings forward-looking advice that is grounded in research and analysis. Thoughtful and thorough, he looks to connect clients with the resources they need to advance their priorities, steadily and methodically. Robert appreciates the distinctive nature of each client’s path to wealth—what clients have accomplished and what they are striving to achieve, for themselves and the people they cherish. He is gratified to work with clients who have traditionally been underserved in wealth-management circles, including members of the Asian and LGBTQ+ communities.
Robert has served as a Financial Advisor with Merrill since 2012. Previously, he spent more than seven years with Morgan Stanley Smith Barney as a Financial Advisor. Earlier in his career, Robert worked on Wall Street at Kidder Peabody and Citigroup as a bond trader. He earned his B.S. in Finance and Economics from New York University.
Within the firm, Robert is active in business strategy with Bank of America's Asian Leadership and LGBTQ employee networks.
A golf enthusiast, Robert also enjoys traveling, dining, and playing video games. One of his favorite destinations is Scotland, where he has experienced the highs—and lows—of the Old Course at St. Andrews.
When your wealth takes on a complexity or scale you did not anticipate, it can be helpful to have a trusted guide and reliable resource.Robert Yan looks to provide clients with a different kind of client experience—one that is customized to each client's distinctive interests and priorities. He approaches his work with seriousness and diligence, knowing how important finances are to people's well-being.Here are a few of the ways that Robert believes he differentiates his approach:* Integrity Robert treats others as he would like to be treated. That ethic inspires his continuing dedication to serving clients with the honesty and clarity that they deserve, and he insists upon.* Analytical rigor. Robert is thoughtful and deliberate in his approach, grounding his work in quantitative analysis. He looks to present clients with the information they need to make poised decisions about the direction and deployment of their wealth.* Thoroughness. A skilled problem solver, Robert is adept in shepherding financial challenges to a satisfying conclusion, uncovering potential solutions—enterprise wide. He believes that Merrill and Bank of America are particularly well suited for clients who have complex wealth-management needs that require deft leadership and coordinated action.* Inclusiveness. Robert recognizes that wealth management has historically underserved some populations. He looks to extend that circle, welcoming a diverse clientele and remaining mindful of each client's unique interests and aspirations.* Responsiveness. Robert builds long-term relationships with clients, demonstrating his genuine interest in their well-being by following through on their priorities. He is a gateway for a range of financial needs, allowing clients to focus on their personal or professional priorities.
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.
