Robert Williams, Cfp®, Cpfa™ Email & Phone Number
Who is Robert Williams, Cfp®, Cpfa™? Overview
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Robert Williams, Cfp®, Cpfa™ is listed as Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management, a with 45157 employees, based in Lexington, Kentucky, United States. AeroLeads shows a matched LinkedIn profile for Robert Williams, Cfp®, Cpfa™.
Robert Williams, Cfp®, Cpfa™ previously worked as Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. Robert Williams, Cfp®, Cpfa™ holds Bachelor'S Degree from University Of Kentucky.
Email format at Merrill Lynch Wealth Management
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About Robert Williams, Cfp®, Cpfa™
Rob Williams is a Wealth Management Advisor with Merrill's Lexington office with 24 years of experience in wealth management guidance and investment management. He and his team quarterback the affairs of high net worth families and businesses to help achieve efficiency & certainty in their financial lives. He utilizes the vast resources of Bank of America, Merrill & Bank of America Private Bank to help meet every client need.Rob earned a Bachelor's of Business Administration in Finance and Accounting from the University of Kentucky. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning Institutes Corp. He also holds the Certified Plan Fiduciary Advisor® (CPFA™) designation awarded by the National Association of Plan Advisors. In addition, Rob holds the Series 7, 31, & 66 FINRA registrations, as well as Kentucky Life and Health Insurance licenses.Outside of work, Rob enjoys spending time with family and friends, travel, sports and fitness.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Chartered Retirement Planning Counselor™, CRPC™ and CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Robert Williams, Cfp®, Cpfa™'s current company
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Robert Williams, Cfp®, Cpfa™ work experience
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Wealth Management Advisor, Vice President
Colleagues at Merrill Lynch Wealth Management
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Heather Johnston
Colleague at Merrill Lynch Wealth ManagementRocky River, Ohio, United States
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Eduardo Alcalde Prado
Colleague at Merrill Lynch Wealth ManagementSantiago Metropolitan Area, Chile
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Evan Ackermann
Colleague at Merrill Lynch Wealth ManagementDenver, Colorado, United States
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Austin Schmidt
Colleague at Merrill Lynch Wealth ManagementRiverside County, California, United States
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Michael Thomason
Colleague at Merrill Lynch Wealth ManagementDallas-Fort Worth Metroplex, United States
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Francois Lu
Colleague at Merrill Lynch Wealth ManagementJersey City, New Jersey, United States
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Jeremy Galaviz
Colleague at Merrill Lynch Wealth ManagementGreater Houston, United States
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Kristine Sabatino
Colleague at Merrill Lynch Wealth ManagementWest Islip, New York, United States
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Jennifer Hynes
Colleague at Merrill Lynch Wealth ManagementNew York, United States
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Meghan Mckee
Colleague at Merrill Lynch Wealth ManagementGreater Philadelphia, United States
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Robert Williams, Cfp®, Cpfa™ education
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University Of Kentucky
Frequently asked questions about Robert Williams, Cfp®, Cpfa™
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What company does Robert Williams, Cfp®, Cpfa™ work for?
Robert Williams, Cfp®, Cpfa™ works for Merrill Lynch Wealth Management.
What is Robert Williams, Cfp®, Cpfa™'s role at Merrill Lynch Wealth Management?
Robert Williams, Cfp®, Cpfa™ is listed as Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management.
Where is Robert Williams, Cfp®, Cpfa™ based?
Robert Williams, Cfp®, Cpfa™ is based in Lexington, Kentucky, United States while working with Merrill Lynch Wealth Management.
What companies has Robert Williams, Cfp®, Cpfa™ worked for?
Robert Williams, Cfp®, Cpfa™ has worked for Merrill Lynch Wealth Management.
Who are Robert Williams, Cfp®, Cpfa™'s colleagues at Merrill Lynch Wealth Management?
Robert Williams, Cfp®, Cpfa™'s colleagues at Merrill Lynch Wealth Management include Heather Johnston, Eduardo Alcalde Prado, Evan Ackermann, Austin Schmidt, and Michael Thomason.
How can I contact Robert Williams, Cfp®, Cpfa™?
You can use AeroLeads to view verified contact signals for Robert Williams, Cfp®, Cpfa™ at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Robert Williams, Cfp®, Cpfa™ attend?
Robert Williams, Cfp®, Cpfa™ holds Bachelor'S Degree from University Of Kentucky.
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