Robert Koerber

About Robert Koerber

Bridgeport, WV - Financial Advisor - Merrill Lynch Wealth Management: Retirement Planning, Rollovers, Succession Planning, Trusts, Private Family Foundations, Insurance, Annuities, Roth IRA, Cash Management, CDs, Equity & Fixed-income Strategies, Estate Planning Strategies, IRA, SEP IRA, Simple IRA. Robert Koerber is an advisor with Merrill Lynch Wealth Management based out of Bridgeport, WV. He provides Investment services to individuals, small business owners, Unions, Non-profits, and dealerships throughout North Central West Virginia and South Western Pennsylvania. Robert\'s primary coverage in West Virginia includes the following counties: Harrison, Marion, Monongalia, Preston, Doddridge, Ritchie, Tyler, Wetzel, Lewis, Upshur, Taylor, Barbour, and Pleasants. He also provides coverage to Washington, Fayette, and Greene County in Pennsylvania. Call Today to schedule a complimentary review 30••••••03 or email at r••••••••@ml.com *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.

Experience

1. Financial Advisor

   Merrill Lynch

   Jan 2018 — Present

Education

• Tyler Consolidated High School

  High School Diploma/GED

  2001 — 2005