Rob Testwuide joined Merrill in 1994 and put together a planning based wealth management team in 1996 to deliver clients a broad array of services with a personalized approach.  The team’s Financial Advisors have extensive experience in financial services working with affluent families, individuals, non-for-profit organizations, corporate executives and private business owners.

The Testwuide Team can help you pursue your goals by handling, in a coordinated way, the numerous and detailed financial challenges that often accompany wealth. Our experience allows each of us to tap other team members' experience and knowledge to build an individualized wealth management strategy for you. We believe that clients appreciate our team's continuity, as well as our focus on engaging clients in the wealth management process and helping them get the most out of their relationship with us.