Robert Preudhomme

About Robert Preudhomme

I became an advisor because I know how hard it is to get good financial advice and guidance. I saw my parents work too hard trying to manage all aspects of our family alongside planning, saving, and investing for their future financial goals only to come up short. Today, that is what drives me to help my clients, knowing that what I am doing is helping them be more successful when it comes to growing their wealth for themselves and their families. I always thought of myself as a regular hardworking guy, but not particulary talented. And I\'ve always felt that life holds amazing possibilites. With the skills I\'ve learned, I\'ve found myself doing extraordinary things and watching people achieve transformative life-changing results. I know I actually have the power to change life\'s course for the better and to help others do that as well.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Banking and Lending Services are through Bank of America, N.A.

Experience

1. Wealth Management Advisor

   Merrill Lynch

   Jun 2015 — Present

Education

• University of West Florida

  Masters of Business Administration

  2011 — 2013

• University of Cincinnati

  Bachelor's Degree

  2004 — 2008

Skills

• Process Improvement
• Management
• Time Management
• Sales
• Spss
• Customer Service
• Microsoft Excel
• Statistics
• Marketing
• Leadership
• Teamwork
• Team Management
• Budgets
• Training
• Strategic Planning
• Project Management
• Business Statistics
• Analysis
• Strategy
• Team Leadership