Robert S. Williams is a Wealth Management Advisor with the Lexington office of Merrill Lynch Wealth Management. He has over 20 years of experience in wealth management guidance and investment management. In working with individuals, families, businesses or endowments, the conversation always begins by identifying goals. Rob utilizes the vast resources of Bank of America & Merrill to provide a holistic goals based wealth management experience to every one of his clients.
Rob earned a Bachelor’s of Business Administration in Finance and Accounting from the University of Kentucky. He is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds the Chartered Retirement Planning Counselor, CRPC designation awarded by the College for Financial Planning Institutes Corp. He also holds the Certified Plan Fiduciary Advisor, CPFATM designation awarded by the National Association of Plan Advisors. In addition, Rob holds the Series 7, 31, & 66 FINRA registrations, as well as Kentucky Life and Health Insurance licenses.
Outside of work, he enjoys spending time with family and friends, travel, sports and fitness.
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.
