Robert Williams
,
Vice President, Wealth Management Advisor
NMLS #1500550
300 W Vine St
Lexington, KY 40507
859.231.5248
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We quarterback the financial affairs of high-net-worth families, helping them achieve efficiency & certainty in their lives. Our unique position allows us to advise clients through all phases of life, leveraging the vast resources of Bank of America & Merrill to find the right solutions for their financial needs.
Profile

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.

Meet Our Professional Staff
Courtney Brooke Merlino
Registered Wealth Management Client Associate
859.231.5226
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeremy Cron
Wealth Management Banking Specialist
Merrill
Don Livio
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Tracey VanNevel
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #470779
About Merrill

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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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Robert Williams is registered to do business in AL, CA, DC, FL, GA, HI, IN, KY, NC, NJ, NY, OH, PA, TN, TX, VA, WV.