Verified recordFinancial Services

Bobby Dick

Wealth Management Advisor, Managing Director at Merrill Lynch

Based in Tallahassee, United States

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Seniority

Director

Department

Finance & Accounting

Location

Tallahassee

Industry

Financial Services

Company size

35K

Contact information

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Email

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b•••••••@ml.com

Phone

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Background

About Bobby Dick

Bobby joined Merrill Lynch Wealth Management in 1990 and has over 25 years of experience in working with high net worth individuals, including business owners, foundations and institutions. He is an experienced professional who takes a "hands on" approach to financial guidance as he aims to assist clients with every aspect of their financial lives. Bobby has a Bachelor of Science in Marketing and a Masters of Business Administration from Barry University in Miami, Florida. Since 2007, he has played a significant role in developing and mentoring Financial Advisors within Merrill. He also holds the Series 7, 9, 10, 31, 63 and 66 FINRA registrations, as well as Life and Variable Annuity licenses. Bobby is very active in the Tallahassee community and has volunteered or served on the boards of Boys Town, Leon High School Foundation, Habitat for Humanity, Second Harvest and St. Peter's Anglican Church. He and his wife Sue, enjoy spending time with their two children, sports and staying active within their church.*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

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