Bob Case Email & Phone Number

“The #1 priority for me in working with a client is to understand their vision.”Mr. Case is a licensee of Micro Strategic Planning, a process pioneered by Bruce Wright, author of The Wright Exit Strategy. He now actively mentors businesses and individuals. His experience includes: First Vice President & Wealth Management Advisor with Merrill Lynch for 17 years, where Mr. Case created a team within the Merrill Lynch organization which specialized in offering customized solution services.From 1990 to 2003, The Case Team within Merrill Lynch, was the top business producer, accounting for the largest business lending total for Merrill Lynch nationally. Bob was the top Business Financial Advisor in the history of the firm, and did over a billion dollars in lending. He retired from Merrill Lynch in December 2003 and shortly after his successful career, The Case Team was forged which allowed the continuation of valuable strategic efforts for all size businesses.The Case Team is hired by individuals who need strategic plans in defining and achieving long term success goals. As an experienced business "Life Cycle Advisor" Bob Case has the ability to accomplish results for The Case Team clients with specific issues that may not be resolved through mainstream financial paths. "Our work is all about mapping out a solid financial road map and executing quickly to yield the greatest results."

Listed skills include Strategic Planning, Investments, Mergers And Acquisitions, Business Strategy, and 8 others.

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  St. John Fisher College

  Business/Managerial Economics