Robert Prestridge
Senior Vice President, Wealth Management Advisor
1809 Glenmar
Floor Gr
Monroe LA 71201
(318) 329.3008
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Our financial planning process puts you and your goals front and center. Understanding your priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you. We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile
Throughout multiple tours of duty in the U.S. Army, including assignments in eight countries, Bob Prestridge learned to often rely on others’ abilities to help get things done. Similarly, there are no medals awarded to people for attempting to navigate the various stages in their financial life by themselves. By collaborating with knowledgeable people to bring the many pieces of your financial life into one comprehensive approach, you can pursue the things in life you’ve worked so hard to make possible.

Looking back on his more than 25 years at Merrill, Bob is humbled by clients who have followed a disciplined financial approach that they worked on together from day one. Whether you are at the height of your career or are looking to dial back your work schedule, your future financial well-being may feel uncertain. Bob is dedicated to working with you on an individualized plan to help address your concerns, the needs of family members and anything else you aspire to.

Helping you create your financial strategy is an important first step. Bob is equally passionate about working with you into the future, assisting you each step along the way and supporting you through life transitions. Together with his team, Senior Financial Advisor Jeff Sunsin, Relationship Manager Sue Glass, and his daughter, Financial Advisor Emily Morris, Bob is confident in their ability to help you and your family navigate your financial life through multiple generations.

Born in Belzoni, Mississippi, known as “The Heart of the Delta,” and raised in northeast Louisiana, Bob did not come from a family with financial means. He began to put himself through college, before realizing that joining the military might be a better strategy. After six years of active duty Bob left the military to pursue the education he aspired to. Bob graduated Louisiana Tech, with a Bachelor’s degree in Finance in 1995. His acumen for numbers led him to pursue a graduate assistantship at Louisiana Tech, composing mainframe programming. He joined Merrill in 1996 and has been in the Monroe office ever since. He and his wife reside in West Monroe where they enjoy activities with their two grandsons -riding bicycles, playing games and exploring local trails together.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) in the U.S.

A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
 
Recognition
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

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.
Robert Prestridge is registered to do business in AK, AL, AR, CA, CO, FL, GA, IN, KY, LA, MD, MS, NC, NJ, NV, NY, OK, OR, SC, TN, TX, UT, VA.