Robert Whiteside
Market Client Relationship Manager, Vice President at Merrill Lynch
Based in Annapolis, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Annapolis
Industry
Financial Services
Company size
35K
Contact information
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r•••••••@ml.com
Phone
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Background
About Robert Whiteside
Robert is a Market Client Relationship Manager with Greater Maryland. Robert is an experienced financial services Advisor/Leader recognized for client excellence, culture, coaching, sales, asset management and team building. Prior to his Financial Advisor role at Navy Federal, Robert served in leadership roles at both Charles Schwab and owner of an Independent Financial Advisory practice. Robert attended Morehouse College in Atlanta, GA where he graduated with a BA in Business Management. Robert is a member of Omega Psi Phi Fraternity Inc. He is a charter member of Quad-A (Association of African American Financial Advisors). Robert is passionate about helping families establish and achieve their personal goals. He continually educates himself through workshops, seminars, and certification courses to make the best recommendations for clients and colleagues. Robert currently holds securities license Series 7, 9, 10, 63 and 65. Robert lives in Laurel, MD with Karen his wife of over 25 years. They have three children (his greatest accomplishments) Randy, Kori and Bobby IV.
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