Robert White Email & Phone Number
Wealth Management Advisor, First Vice President @ Merrill Lynch
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Robert White Location
- Boston, MA, US
Robert White Work
- 2011 - now Wealth Management Advisor, First Vice President @
- 1996 - 2011 Financial Advisor @
Robert White Education
- Bowling Green State University
Bachelor's Degree
1989 - 1993 - Fairport High School
High School Diploma/GED
1983 - 1989
Robert White Skills
- Business Exit Strategies
- Business Succession Planning
- Business Planning Services
- Divorce Wealth Management Planning
- Multi-generational Family Wealth Advising
- Family Estate Financial Guidance
- Investment Strategies
- Retirement Planning
- Wealth Management
- Private Business sales
- Risk Management Strategies
- Investment Management Consulting
- Executive Services
- Wealth Management Consultant
- Investment Analysis - Portfolio Construction
- Private Family Wealth Management
- Investments
- Financial Services
- Finance
- Mutual Funds
- Financial Advisory
- Mobile
- Team Building
- Broadband
- Sales
- Portfolio Management
- Fixed Line Services
- Multi Generational Family Wealth Advising
- ICT
- Data
- Strategic Planning
- Portfolio Construction
- Microsoft Excel
- Investment Analysis
- Digital Entertainment
- Securities
- Wholesale
Robert White Summary
- Robert White, based in Boston, MA, US, is currently a Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management. Robert White brings experience from previous roles at Morgan Stanley Smith Barney. Robert White holds a 1989 - 1993 Bachelor's Degree @ Bowling Green State University. With a robust skill set that includes Business Exit Strategies, Business Succession Planning, Business Planning Services, Divorce Wealth Management Planning, Multi-generational Family Wealth Advising and more. Robert White has 2 emails and 2 mobile phone numbers on RocketReach.
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