Robert Preudhomme
I believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, I'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.As an advisor for over 9 years with Merrill, 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.I specialize in helping individuals craft custom wealth plans enabling them to get more time back to enjoy what matters most to them.Areas of focus include:• Portfolio & risk management strategies• Retirement income strategies & planning• Wealth transfer & legacy management• Banking, home financing & lending with Bank of America, N.A.• 401(k) plans• Long-term care*NMLS#1434792
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.
