Matthew Williams

Robert Koerber is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bridgeport, West Virginia. He provides investment and wealth management services to individuals, small business owners, unions, non-profits, and dealerships across North Central West Virginia and Southwestern Pennsylvania. His primary coverage area includes multiple counties in both states, and he focuses on delivering strategies tailored to clients’ financial goals, risk tolerance, and liquidity needs. Robert’s advisory expertise spans retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, Roth IRAs, cash management, equity and fixed-income strategies, and estate planning. Robert holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Tyler Consolidated High School. He is actively engaged in professional and community organizations such as Emerging Leaders of Harrison County, FBI Citizens Academy Alumni, Marine Corps League, Morgantown Chamber of Commerce, VFW, and Wetzel County Chamber of Commerce. His community involvement includes volunteering and fundraising with Cecil Jarvis 10K, Harrison County CASA program, Toys for Tots, and United Way. In addition to his professional work, Robert has personal interests in baseball, football, hiking, running, traveling, and woodworking. He emphasizes a client-centered approach, helping clients develop personalized financial strategies that adapt to changing market conditions.

Thomas Bailey is a Financial Advisor with Merrill Lynch Wealth Management, offering personalized financial planning to help clients preserve and grow their assets. Leveraging a partnership with senior advisor David Jackson, who has 30 years of experience at Merrill, Thomas uses a collaborative approach and a simple four-step plan to tailor strategies based on clients’ goals, priorities, risks, and concerns. His focus is on delivering exceptional service and customized solutions by utilizing the extensive tools and resources available through Merrill Lynch and Bank of America. Prior to his advisory role, Thomas gained experience in client support working alongside advisors in regions from Bridgeport, West Virginia, to New York City. He holds a degree in Finance from West Virginia University and the Personal Investment Advisor (PIA) professional designation. Thomas is also involved in professional and community organizations including the Morgantown, WV Sons and Daughters of Italy and The Clarksburg Columbian Club, and supports community initiatives such as the Morgantown Urban Hunt Meat Donation and the Walk to End Alzheimer's. Outside of his professional life, Thomas is a father to two young children and enjoys activities such as cooking, fishing, hunting, golf, and small engine repair. He values family time and embraces the balance between his work and personal interests.