Robert Chavez

Background

About Robert Chavez

Rob Chavez is a Senior Financial Advisor in the Portland, OR office. Rob is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Rob assists clients in total wealth management services, investment management, education and estate planning services as well as wealth preservation. Drawing on his experience and Merrill's global resources, Rob develops personalized, strategic recommendations to address the complex needs of individuals. Rob also offers the resources of Merrill specialists in the areas of discretionary portfolio management, estate planning services, stock option analysis, private portfolio management, as well as providing an array of wealth preservation and transfer services. Using proprietary analysis, historical data and Merrill's objective research, Rob works with the client to customize investment strategies that are designed to help meet client expectations and long term goals. His goal is to work with the client to create diversified portfolios to help downside risk so clients enjoy consistent returns. In addition, Rob works closely with clients' other family advisors, including attorneys and accountants, to focus on clients' total wealth management needs. Rob has been a Financial Advisor with Merrill Lynch Wealth Management since June of 2001.