Robert Moore
Advisor at Merrill
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.
Advisor at Merrill
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.
Robert Moore is a Senior Resident Director with Merrill, where he works closely with individuals and businesses to help them define and pursue their financial goals. He assists clients with college education planning, family wealth management, legacy planning, retirement income strategies, and other aspects of personalized wealth management.
Bob began his career in the financial services industry with Merrill Lynch Wealth Management in 1983. He holds a bachelor's degree from Emporia State University and has earned several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of the Financial Planning Association.
In addition to his professional activities, Robert is involved in community service as a board member of the Dominican Sisters of Peace and the Sedgwick County Historical Society. He enjoys basketball, biking, and spending time with his family.
Bank Of America,Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1983 - Present (43 years)
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