Verified recordFinancial Services

Rob Timmons

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Based in Greensboro, United States

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Seniority

Director

Department

Finance & Accounting

Location

Greensboro

Industry

Financial Services

Company size

35K

Contact information

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Email

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r•••••••@ml.com

Phone

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Background

About Rob Timmons

Rob Timmons is a Senior Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management. He works on a seasoned team of highly educated, extensively trained and broadly experienced wealth management professionals. A wealth management strategy should have scope and scale. It should take into account every aspect of your financial life. During initial meetings, we will take the time necessary to develop a detailed profile of you and your financial situation. This is our chance to listen and discover what role wealth plays in your life. It's our opportunity to understand your financial vision–and your concerns. We have a core focus on developing diversified investment portfolios designed to help meet your objectives and support your wealth strategy. We focus on creating individualized strategies for you and your family that focus on achieving your financial goals and address all of the pieces of your financial wellbeing: saving for education and retirement, debt management, life and long term care insurance analysis to help protect your family and estate from the unexpected, and utilization of the extensive banking resources of Bank of America to help simplify your life. Rob holds the CERTIFIED FINANCIAL PLANNER® certification and Rob lives in Greensboro with his wife, Cheri and Son, Charlie. Rob enjoys hiking and is active with his Church.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S, which it awards to individuals who successfully complete a CFP Board's initial and ongoing certification requirements."

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