Robert Bailey
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.
Firm
Merrill
Location
Burlington, WI 53105
Credentials
Series 63, Series 66
Industry experience
8 years
About
Robert Bailey is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to individual client goals and aspirations. With nine years of experience in financial markets, his expertise spans global macroeconomic analysis and bottom-up individual security selection, covering a broad range of investment vehicles including mutual funds, stocks, bonds, ETFs, annuities, and cash options. He focuses on areas such as retirement planning, portfolio management, family wealth strategies, and business financial health.
Raised in Burlington and currently residing in Genoa City, Wisconsin, Robert earned a Bachelor of Arts degree in Economics from the University of Wisconsin System in 2010. His professional background includes roles at Nestle, Vanguard, and Northwestern Mutual before becoming a financial advisor. He holds designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robert is actively involved in his community, serving as Vice President of the Genoa City Lions Club and participating in various service projects. In his personal time, he enjoys outdoor activities such as golfing, snowboarding, gardening, woodworking, 3D printing, and spending time with his family and their dog.
Client services
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
Annuities
General retirement planning
Retirement income strategy
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Demographic focus
Young Families
Work history
Bank of America, N.A.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
Edward Jones
2019 - 2022 (3 years)
Northwestern Mutual Investment Services LLC
2017 - 2019 (2 years)
Randstad
2017 - 2017 (1 year)
Randstad
2016 - 2017 (1 year)
Ajilon
2016 - 2016 (1 year)
Outbound Engine
2016 - 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.
Grant S
Series 66
Lake Geneva, WI
Edward Jones
Michael P
Series 66
Burlington, WI
Edward Jones
Brian M
CFP®, Series 63, Series 66
Twin Lakes, WI
Edward Jones
Dean A
Series 63, Series 65
Burlington, WI
Edward Jones
Scott H
Series 63
Mukwonago, WI
Edward Jones
Richard T
Series 66
Twin Lakes, WI
Edward Jones
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