As a Wealth Management Advisor in the Kingwood office of Merrill Lynch Wealth Management, Robert L. (Bob) Hayes concentrates on the financial and investment needs of serious investors. Mr. Hayes assists clients in meeting their long-term financial goals and implements customized risk appropriate financial strategies to help clients reach those goals. Merrill's access to a broad range of financial products, markets, and wealth management strategies enables Bob to build truly diversified investment portfolios for clients. Client satisfaction and goals based performance are his primary business objectives. Bob is committed to providing a high level of quality service to all clients.
Robert L. (Bob) Hayes is a CERTIFIED FINANCIAL PLANNER™, CFP® certificant a designation awarded by the Certified Financial Planner Board of Standards, Inc., holds the Chartered Retirement Planning Counselor designation, CRPC, and is a licensed and former practicing Certified Public Accountant, (CPA). Bob Hayes is a 1979 graduate of the University of Houston with a BBA in accounting. Mr. Hayes began his professional career in 1981 working as a tax accountant for a Houston area tax attorney and CPA. In 1984 he moved to Kingwood Texas and was employed as a CPA for a local firm where he was responsible for over 500 client relationships. In 1989, Bob established his own successful CPA practice in Kingwood. After retiring from public accounting, he joined the Kingwood office of Merrill in 1998. Throughout his professional career, Bob feels he has achieved a superior level of technical competence that empowers him to fulfill the complex and sophisticated needs of the affluent investor. Bob does not provide tax advice in his current role at Merrill.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.