W. Rob Juergens

About W. Rob Juergens

I began my career working at the Federal Reserve Bank of Chicago-Detroit Branch. I then…

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Apr 2010 — Present

   I am a Senior Portfolio Manager in the Firm\'s Investment Advisory Program. A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill advisors. I hold the Series 7, 63 and 65 FINRA registrations, and am also licensed in long-term care, life and health insurance. Although Merrill does not provide tax advice, I have worked as a professional tax preparer for six years and have also earned several designations to enhance my professional knowledge base. I am a member of the Ann Arbor Rotary Club and Washtenaw Estate Planning Council. I serve on the board of the Cancer Support Community of Greater Ann Arbor. I am a lifetime Michigan resident. I currently live in Chelsea with my wife and six children.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*CLU® and Chartered Life Underwriter® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.

Education

• Columbia University

  Accredited Certificate Program

  2015 — 2015

• University of Michigan

  Bachelor's Degree

  1997 — 2000

• The University of Chicago

  Accredited Certificate Program

  2013 — 2013

• The University of Pennsylvania

  Accredited Certificate Program

  2009 — 2009