Robert Fegely
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 Fegely is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2007 and works closely with clients and their families to develop customized strategies aimed at achieving their financial goals. Robert holds the Certified Financial Planner (CFP®) certification, as well as other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses executive compensation, family wealth management strategies, philanthropic planning, personal retirement planning, and portfolio management services, among other areas.
Robert employs a consultative approach that assesses clients’ financial strengths and weaknesses to create long-term wealth management plans tailored to their objectives, time horizons, risk tolerance, and liquidity needs. He emphasizes client-centered relationships, ongoing communication, and putting clients’ best interests first. Leveraging his experience and the resources within Merrill Lynch Wealth Management, he helps clients grow and preserve their wealth beyond returns and asset allocation considerations.
He earned a bachelor’s degree from York College of Pennsylvania and is a lifelong resident of Central Pennsylvania. Robert lives in York, PA, with his wife and son. Outside of his professional role, he is an avid musician and enjoys studying history and world economics. He supports the Juvenile Diabetes Research Foundation and Donate Life, and he serves on the Board of Directors for The Belmont Theatre. Additionally, he is an active member of the Rotary Club of York.
Bank Of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2007 - Present (19 years)
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