Robert Sansom
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Fresno, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Fresno
Industry
Financial Services
Company size
35K
Contact information
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r•••••••@ml.com
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Background
About Robert Sansom
Bob began his career in the financial services industry with The Hartford Insurance Group in 1973. Prior to joining Merrill Lynch in 1987, he was a partner in the Northern California investment management firm The Sullivan Group. He now serves as a First Vice President in the Fresno branch of Merrill Lynch. Mr. Sansom obtained his CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc, and he has also received the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. Mr. Sansom is a 1971 graduate of Illinois State University. Bob has been active with the Girl Scouts of Central California South since 1989, where he previously served on the board of directors and was a council vice president. As a former member of the council’s finance committee, he was instrumental in helping the council obtain a grant from Merrill Lynch in order to support the Financial Literacy Program for girls between the ages of 8 and 15. He is committed to promoting education and financial literacy for girls in the San Joaquin Valley.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
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