Robert Schuldt & Associates
3333 Warrenville Road
Lisle, IL 60532
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Recognition
Robert Schuldt
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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Meet Our Team
Robert Schuldt,

CFP®

Senior Vice President, Wealth Management Advisor
630.505.3401
Connor Hanson
Registered Wealth Management Client Associate
312.696.7524
Joann Marie Kress,

CFP®, CTFA

Senior Vice President, Wealth Management Client Associate (FP)
630.505.3413
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.