Robert J. Schuldt, Jr., CFP® Senior Vice President, Wealth Management Advisor
Our team helps simplify your finances which makes your life easier.
Bob ran two successful small service-based businesses before joining Merrill in 1994. He offers over 27 years of experience as a Wealth Management Advisor and focuses on financial strategies, estate and wealth transfer issues for individuals, and planned giving and investment consulting for nonprofit organizations.
Bob is a graduate of Rockford University with a B.S. in Finance and an emphasis in Economics. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and has completed the Certificate Program in Financial Planning at DePaul University.
Bob is actively involved in non-profit organizations including the Moody Business Network, where he serves as chairman. He is also a member of the Board of Trustees for the Moody Bible Institute.
He has a strong focus on values-based wealth management and transfer. He adheres to a disciplined process, with an emphasis on fully understanding who the client is and what matters most to them.
Bob was named to the Forbes "Best-in-State Wealth Advisors" list in 2021, 2022 and 2023*
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
CFP®, CTFA
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.
