Robert Epstein
Wealth Management Advisor at Merrill Lynch Wealth Management
- Role
- Wealth Management Advisor, Senior Vice President - Wealth Management at Merrill Lynch
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Robert Epstein
I joined Merrill Lynch in 1975. I serve client families and businesses that I have known for decades. I focus on personal investment planning, individual bond selection for municipal fixed income portfolios, and entry and exit strategies for business owners. I also lead the team\'s relationships with clients\' tax and legal advisors.I am a native of Long Island, New York. I graduated from the University of Richmond with a B.S. degree in Accounting and Finance, and earned an MBA from the University of Texas at Arlington. I am married and the father of five, and I resides in Dallas, where I am a Captain in the Civil Air Patrol and am active in the Plano Rotary Club, North Texas Crime Commission, Association of the U.S. Army, and at my synagogue.
Experience
Wealth Management Advisor, Senior Vice President - Wealth Management
Feb 1975 — Present
Education
University of Richmond
Bachelor's Degree
1969 — 1973
University of Texas System
Master's Degree
1977 — 1979
Skills
- Business Finance
- Investment Planning
- Retirement Planning
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