Robert Escudero
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Robert F. Escudero is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He provides clients with access to the investment resources of Merrill and the banking services of Bank of America to address various aspects of their financial lives. He designs and implements customized wealth management strategies aimed at helping clients and their families pursue personal financial goals while managing investment risk.
Robert has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2020. His areas of expertise include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor designation.
He earned a bachelor's degree in Economics and completed an Accredited Certificate Program from Pepperdine University. Robert is involved in the community through Habitat for Humanity in Williamson County and maintains connections with Pepperdine University organizations such as the Pepperdine Rugby Club and Sigma Phi Epsilon - Cal Psi Chapter. His personal interests include cooking, gardening, hiking, spending time with family, and traveling.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General estate planning guidance
Business ownership considerations
Tax strategies for small businesses
Location
3700 N Capital Of Texas Hwy
Austin, TX 78746
Most active in
Robert E has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Merrill
2020 - Present (6 years)
JP Morgan Chase Bank, LLC
2019 - 2020 (1 year)
JP Morgan chase bank, N.A.
2017 - 2019 (2 years)
J.P. Morgan Securities
2016 - 2017 (1 year)
Edward Jones
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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