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Consultant Detail

Agency:
Merrill Lynch
9560 Wilshire Blvd.
3rd Floor
Beverly Hills, CA 90212

Lead Consultant:
Robert Levin Senior Vice-President

Email: robert_levin@ml.com
Site: www.fa.ml.com/bob

Phone: 310-858-4669
Fax: 310-256-2051

Description:
Robert Levin is a Senior Vice President, Wealth Management Advisor, CFP certificant, and Portfolio Manager at Merrill Lynch. He is a former Wall Street pharmaceuticals analyst and board-certified physician. He directs a wealth management practice that primarily serves health care executives, physicians, and women with complex financial needs. Bob's goal is to become their trusted strategic advisor and to have each client rely on him like a personal financial manager-to navigate and to serve as their primary resource through the complexities of the financial world. Bob takes pride in showing clients a disciplined strategy to achieve their financial goals and conducting that process with the highest professionalism and integrity.

Professional organizations:
American Academy of Ophthalmic Executives(AAOE), Certified Financial Planner Board of Standards, Inc.

Date business established: 2003

Discount:

Fee for initial consultation: None

Hourly fee: N.A.

Daily fee: N.A.

State in which services are provided:
All US States

Location of international services:

Areas of expertise:

Asset protection, Brokerage, Charitable gifting and equity, Equipment financing, Estate planning, Investment advising, Practice acquisitions, Practice sales, mergers, buy-ins and closure, Practice start-up and evaluation, Retirement planning

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