Robert Boyd

About Robert Boyd

My mission is to help clients plan, execute, and accomplish their financial goals. From education and retirement planning to complex investing strategies designed specifically for your individual needs, the Merrill investment platform leverages powerful tools to provide the basis for a sound financial future. This includes experienced investment management and industry leading research*, wealth management planning, custom credit structuring, and access to a team of specialists through combined resources of Bank of America banking services and Merrill Lynch Wealth Management. By serving a select clientele, we maintain a high level of customer service, communication, and availability; anchored in a commitment to integrity in all that we do. Outside of Merrill, I enjoy golfing, reading, and going to any live sporting event. I welcome the opportunity to engage in a conversation with you, whether it be around my professional services or discussing anything from history to football and baseball.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Jun 2017 — Present

Education

• Southern Methodist University

  Bachelor's Degree

  2013 — 2017

Skills

• Social Media
• Financial Advising
• Microsoft Word
• Customer Service
• Microsoft Office
• Sales
• Event Planning
• Microsoft Excel
• Powerpoint
• Public Speaking
• Leadership
• Marketing
• Teamwork
• Family Wealth Management Strategies
• Wealth Management Advising
• Research
• Facebook
• Goals Based Wealth Management
• Social Networking
• Social Media Marketing