Rob Norton
,
Senior Vice President, Wealth Management Advisor
NMLS #1170549
One Park Place
Annapolis, MD 21401
410.263.0115
Learn more about an advisor's background on
Our team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

Our team focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Our access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. We're driven by our passion for delivering excellent service and helping clients pursue their goals.

Rob’s career began at the Merrill Retirement and Benefits Contact Center in Jacksonville, Florida where he started in September of 2012. During his time there he consulted participants in some of the most complicated institutional plans that were administered by Merrill. These included Defined Benefit, Defined Contribution, Non-qualified Deferred Compensation, Employee Stock Purchase and Equity Award Plans for multiple Fortune 500 companies including the Merrill plan for its employees.

Rob Norton joined the Annapolis office as a Financial Advisor in December of 2013 and in March 2016 earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. In 2019, he earned the Certified Private Wealth Advisor® certificate designation, awarded by the Investments & Wealth Institute. Additionally, he holds the Chartered Retirement Planning Counselor™, professional designation awarded through the College for Financial Planning Institutes Corp and his Series 7 and Series 66 FINRA registrations.

In 2022 & 2023 he was named as a Forbes "Best-in-State Next Generation Wealth Advisors"* (published on August 8, 2023. Rankings based on data as of March 31, 2023.)

Rob earned his Bachelor of Science degree in Business Administration studying Finance and Insurance & Risk Management from the Darla Moore School of Business at the University of South Carolina where he graduated Magna Cum Laude. He lives in Annapolis and in his spare time enjoys playing golf, boating on the Chesapeake and watching the Gamecocks compete in the SEC. *Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, 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. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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.

Recognition
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022-2023
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Click here to learn more about advisor recognitions
About Me
Welcome

As a Merrill Wealth Management Advisor, I offer financial strategies for high net-worth individuals and business owners. My goal is to thoroughly understand my clients' financial priorities so that I may earn their trust. I do this by listening to my clients to fully understand their current situation and future objectives as well as potential concerns. I then create customized wealth management strategies designed to help them pursue their financial and life goals. I pride myself on following a goals-based wealth management process built on time-tested investment principles while allowing the flexibility to adapt to a rapidly changing economic climate. My service-focused approach, combined with our financial strategies, enables my clients to concentrate on their priorities at each stage of their lives.

Meet Our Professional Staff
Gina S Weltlinger
Registered Wealth Management Client Associate
410.263.0129
Zachariah A Melgar
Officer, Wealth Management Client Associate
410.263.0151
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.
John Pellegrini
Market Linked Investments Specialist
Bank of America, N.A.
Keith Bouchard
Investment Solutions Group Portfolio Strategist
Tim Mulosmanaj
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484022
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Robert Norton is registered to do business in AL, CA, CT, DC, DE, FL, GA, HI, IN, KY, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, WV.