Robert I. Newell, CSNA, CRPC®
Robert has been in the financial services industry since 2004 and joined Merrill Lynch in 2007. Prior to becoming an advisor, Robert spent 10 years in private industry as a senior manager of several Fortune 500 companies.
His presentation for May is titled: Searching for Yield in a Low Interest Environment
Robert is approved as a Portfolio Advisor within the Merrill Lynch Personal Investment Advisory® (PIA) Program for specially qualified Merrill Lynch Financial Advisors. He holds a Chartered Retirement Planning™ (CRPC®) certification, awarded by the Collage of Financial Planning, and the Certified Special Needs Analyst (CSNA) designation, which is an internal Merrill Lynch certification, based on an examination of relevant wealth management topics.
Robert’s approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
Robert is a graduate of University of Wisconsin - Madison, with a B.B.A. in Accounting. He earned an M.B.A. from The Kellogg School of Management at Northwestern University. Robert currently coaches youth football and supports other community service organizations.