Robert Escudero
Robert F. Escudero is a CFP® certificant , a designation awarded by the Certified Financial Planner Board of Standards, Inc., and is a Vice President, Wealth Management Advisor and Portfolio Manager in the Investment Advisory Program. Robert offers access to the investment resources of Merrill and the banking convenience of Bank of America to help clients address the various aspects of their financial lives. Robert F. Escudero holds a bachelor's degree in Economics from Pepperdine University. Robert F. Escudero has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2020.
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.
