Robert Merrell

About Robert Merrell

I work with with financial advisors throughout Illinois & Iowa to help them and their clients with proven investment strategies through the First Eagle family of funds.With a heritage dating back to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets, while focusing on absolute returns and dedication to downside protection. Over its long history, the firm has helped its clients to preserve capital and earn attractive returns through widely varied economic cycles — a tradition that is central to its mission today. Please don’t hesitate to contact me to learn how First Eagle can support your goals of increasing client satisfaction, deepening relationships, and growing assets under management.The views and opinions expressed in my posts and profile are my own views, and do not reflect the views of my current or previous employers or LinkedIn.

Experience

1. Senior Regional Consultant

   MFS Investment Management

   Aug 2024 — Present · Chicago, IL, US

Skills

• Marketing Communications
• Community Service
• Youth Mentoring
• Public Speaking
• Client Relationship Building
• Series 63
• Organizational Effectiveness
• Conference Speaking
• Solution Selling
• Business Planning
• Annuities
• Seminar Speaker
• Investments
• Series 65
• Series 6
• Product Marketing
• Financial Services
• Crm
• Series 7
• Retirement
• Sales
• Wholesale
• Client Acquisition
• Finra Registered Representative
• Mutual Funds
• Strategic Communications
• Team Leadership
• Fixed Annuities
• Selling
• Consultative Selling
• Finra