Robert Post Email & Phone Number

Professional Profile Bob's mission is to be the single best source for financial counsel, wisdom, advice, and execution of the clients lifelong goals by treating each client's goals as his own.Bob works with businesses and individuals through every step of their planning process. He works with each client to develop a robust wealth management strategy, and has experience developing and successfully implementing financial strategies that range from asset accumulation to the efficient transfer of a business or individual's wealth.Bob offers personalized recommendations that address:- Retirement Income Planning- Trust & Estate Planning Services- Designing company sponsored 401(k)/ Retirement plans- Business transition planning- Individual wealth preservation and insurance planning strategiesBob joined Merrill in 2015, after spending 11 years at Morgan Stanley Smith Barney. His designations include:CFP® - CERTIFIED FINANCIAL PLANNER® certificationChFC® - Chartered Financial Consultant® from The American CollegeCLU® - Chartered Life Underwriter® from The American College*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*ChFC® and Chartered Financial Consultant® CLU® and Chartered Life Underwriter® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission

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  Wealth Management Advisor, Vice President

  Merrill Lynch Wealth Management

  Oct 2015 - Present