Merrill Lynch Financial Advisor Robert B Murtagh
555 California Street, San Francisco, California, United States
About the Merrill Lynch Financial Advisor Robert B Murtagh
ial plans are those that are personalized to each individual client's unique goals and values. As a financial advisor at Merrill Lynch, Robert B Murtagh is dedicated to helping clients achieve their ambitions and live fulfilling lives. Located at 555 California Street in San Francisco, California, Bob has built a strong reputation over the past 13 years for his personalized approach to financial planning.
Bob's philosophy is to do more for fewer clients, allowing him to provide exceptional levels of acumen and attention to each individual and their family. He believes in passing along wisdom with wealth, ensuring that clients understand the risks they take financially and externally. By working closely with clients, their CPAs, attorneys, and specialists, Bob creates comprehensive financial strategies that address retirement planning, liability management, asset allocation, college planning, and more.
In addition to risk-managed investing, Bob offers a range of credit and lending services through Bank of America, N.A., including residential, securities-based, and commercial real estate banking. He also provides access to investment banking and structured credit solutions. Bob's ultimate goal is to help clients achieve their financial goals while also finding fulfillment and joy in their lives.
Outside of his work as a financial advisor, Bob is a dedicated community volunteer and cancer survivor. He volunteers for the Leukemia and Lymphoma Society and co-founded the San Francisco Relay for Life. Bob and his wife, Melissa, live in Walnut Creek with their children, Sarah and Eli. Bob's commitment to serving others extends to his involvement in his daughter's Little League softball team, volunteering at Parkmead Elementary School, and active participation in his church community.
At Merrill Lynch Wealth Management, Bob and his team offer personalized financial planning services centered on clients' goals and priorities. Through the Merrill Personal Wealth Analysis™ process, clients can build and document a personalized plan tailored to their unique needs. By starting with a conversation and understanding what matters most to each client, Bob helps individuals and families navigate life's changes and achieve their financial aspirations.
Photos of Merrill Lynch Financial Advisor Robert B Murtagh
555 California St, San Francisco, CA 94104, United States
Opening hours of Merrill Lynch Financial Advisor Robert B Murtagh
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Day off
Sunday:
Day off
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