Robert Edward Weiss
Advisor at Merrill — Tampa, FL E Kennedy Blvd
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.
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.
Credentials
Series 66
Experience Industry experience
21 years
Location
Tampa, FL 33602
Merrill
Institution
Robert Weiss is a Senior Financial Advisor at Merrill Lynch Wealth Management and has been in the financial services industry since 2001. He works with individuals, families, and business owners to develop strategies for wealth growth, preservation, and simplification. He is part of The Weiss Patterson Group, focusing on providing clarity, confidence, and continuity to clients across every stage of life.
He holds a Bachelor of Science degree in Finance from the University of South Florida and a Masters of Business Administration from Nova Southeastern University. Robert has obtained professional designations including Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his current role, he worked as an accountant for Metropolitan Life Insurance Company. Robert does not provide tax advice in his current role at Merrill.
His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing including ESG investing, tax minimization, and retirement income. Outside of work, Robert's personal interests include fishing, music, reading, running, scuba diving, spending time with family, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tampa, FL E Kennedy Blvd
101 E Kennedy Blvd, Pbig Florida Pwm Tampa
Tampa FL 33602
Advisors at this office
103
Florida · Texas
21 years of industry experience
Bank Of America, N.a.
2009 - Present • 17 years
Tampa, FL
Merrill
2004 - Present • 22 years
Tampa, FL
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