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Merrill Lynch Private Wealth Advisor Kevin Robertson
1211 Southwest 5th Avenue, Portland, Oregon, United States
About the Merrill Lynch Private Wealth Advisor Kevin Robertson
Merrill Lynch Private Wealth Advisor Kevin Robertson, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a renowned finance institution offering industry-leading research and expert analysis to help clients stay ahead in their financial endeavors. The institution, known as Robertson Terrill Gypmantasiri Gunnari & Associates, is a multi-generational team of professionals dedicated to providing seasoned advice and insight to clients during major financial and life transitions.
As part of Merrill Private Wealth Management, the advisors at this institution are rigorously trained to meet specialized needs with personalized service based on trust. The team has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Clients have access to services and resources typically reserved for large institutions, and the advisors work with individuals, families, business owners, and executives using a goals-based wealth management approach.
With over $1.7 billion in assets under management, the team at Robertson Terrill Gypmantasiri Gunnari & Associates serves a diverse clientele primarily on the West Coast and throughout the country. The advisors focus on helping clients achieve their goals by identifying the purpose of their wealth and formulating strategies to pursue those goals over time. The team's experience and dedication to treating clients like family members ensure that clients receive highly personalized wealth management services offered with an authentic, personal touch.
As one of the first wealth management teams established in Oregon, Robertson Terrill Gypmantasiri Gunnari & Associates has a proud history of managing clients' money and emotions through various market challenges. The team's enlightened perspective on mitigating investment risk and designing tailored strategies has helped clients navigate volatile market conditions and stay committed to their financial goals.
With a focus on results and relationships, the team at Robertson Terrill Gypmantasiri Gunnari & Associates believes in building highly personal and trusted relationships with clients, providing full transparency, clear communication, and going the extra mile to support clients in their financial endeavors. The team's diverse competencies in wealth management ensure that clients receive comprehensive and sophisticated strategies to address their unique financial challenges and goals.
Photos of Merrill Lynch Private Wealth Advisor Kevin Robertson
1211 SW 5th Ave #2400, Portland, OR 97204, United States
Opening hours of Merrill Lynch Private Wealth Advisor Kevin Robertson
Monday:
08:00 - 15:00
Tuesday:
08:00 - 15:00
Wednesday:
08:00 - 15:00
Thursday:
08:00 - 15:00
Friday:
08:00 - 15:00
Saturday:
Closed
Sunday:
Closed
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