Rob Edmondson, began working in the investment arena in 1991 and joined Merrill Lynch Wealth Management in the Wilson North Carolina office as a Financial Advisor in 2004. Rob is a graduate of the University of North Carolina at Chapel Hill and holds a Master's degree in Business from Wake Forest University. He completed the Certified Investment Management Analyst® Program at the Wharton School of Business, University of Pennsylvania and holds the Certified Investment Management Analyst® (CIMA®) designation. Rob's prior career in industry include positions with two corporations as corporate treasurer and vice-president of finance and 14 years as Associate Professor of Finance.
My personal mission is to build a relationship with the client to establish and achieve financial goals through objective management of investment assets. Using Merrill's Wealth Management Process I help clients determine long term financial goals and asset allocation strategies to pursue those goals. Liability management is also a critical component of the planning process. My success is not measured by performance statistics but rather by the client's success in achieving their goals.
The principles by which I do business: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism.
Rob's client associates are Kathy Bellamy and Lisa Galperin. Kathy joined Merrill Lynch Wealth Management in 2011 and brings 18 years of financial services experience to our clients. Kathy has two children and resides in Rocky Mount. Lisa began working for Merrill Lynch Wealth Management in 2005 and brings of 25 years customer service experience to our clients. She and her husband, Greg, have two children and reside in Wilson.
Together, Lisa and Kathy handle account administration and operations, integral parts of our client service. They are happy to help with all client needs.
Rob lives in Wilson with his wife, Dr. June Edmondson and their boxer puppy Mabel. Active in the First Presbyterian Church of Wilson, Rob has served as Clerk of the Session, Youth Confirmation Class instructor, Chair of the Property Committee, and President of the Presbyterian Men.
Rob's outside interest include: tennis, golf, scuba diving, cycling, quail hunting, and Civil War/World War II history.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
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.