Robert Vickers
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
Terre Haute, IN 47807
Credentials
Series 63, Series 65
Industry experience
34 years
About
Robert Vickers is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in creating customized wealth management strategies for high-net-worth individuals and retirees. He focuses on family wealth management, personal retirement planning, portfolio management services, and retirement income, working closely with clients to develop plans that grow and preserve their wealth. Robert collaborates with clients’ tax and legal advisors to deliver integrated financial strategies and conducts regular reviews to ensure plans adapt to clients’ evolving needs.
Robert began his career in financial services in 1991 and joined Merrill Lynch in 1999. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Finance from Indiana State University. Robert emphasizes building strong client-advisor relationships and leverages Merrill’s extensive resources to provide tailored financial solutions.
Outside of his professional role, Robert volunteers with the More Group in Carmel, Indiana, supporting fundraising and activities for Carmel Elementary School. He resides in Carmel with his wife, Bethany, and their four children.
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
Wealth management
Retirement income strategy
Income planning
Retirement withdrawal strategies
Concentrated stock management
Demographic focus
Retired
Work history
Bank Of America, N.A.
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1999 - Present (27 years)
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.
Todd D
Series 63, Series 65
Terre Haute, IN
Merrill
Todd Dorman is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Terre Haute, Indiana. He has been serving clients in the financial services industry since 1986, with a tenure at Merrill Lynch starting in 1999 where he played a key role in opening the Terre Haute office. Todd has also held the position of Resident Director of this office for ten years. Throughout his career, Todd has focused on areas including college education planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. He develops cash flow strategies and customized wealth management solutions tailored to clients’ risk tolerance, time horizon, liquidity requirements, investment goals, and associated costs. Todd holds the Personal Investment Advisor (PIA) designation. Todd graduated from Indiana State University with an associate’s degree in Business Management and played varsity tennis there for four years. Prior to his financial advisory career, he worked as a tennis teaching professional. He is involved in the community as an assistant varsity tennis coach at Terre Haute South High School. Todd resides in Terre Haute with his wife, Patty, and they have five daughters and one son. His personal interests include baseball, hiking, tennis, volleyball, and spending time with his family.
Jessica L
Series 66
Terre Haute, IN
Edward Jones
John T
Series 66
Terre Haute, IN
Edward Jones
Mark M
CFP®, Series 66
Terre Haute, IN
Edward Jones
Kyle S
Series 66
Terre Haute, IN
Edward Jones
Paul C
Series 66
Terre Haute, IN
Edward Jones
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