Robert Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves a nationwide clientele, primarily senior-level corporate executives, focusing on managing high concentrations of wealth and complex financial situations such as restricted stock, grants, options, and strategies to hedge and minimize tax exposure on concentrated positions. His approach involves working closely with clients through all phases of financial planning, from goal setting to implementation and ongoing review of personalized strategies.
Rob began his financial services career at 18 with American Express Financial Advisors while still in college. After earning a Bachelor's degree in Finance from the University of St. Thomas, he joined A.G. Edward in 2004 as a financial advisor and moved to Merrill Lynch in 2007. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized on Forbes/SHOOK "Best-in-State" advisor lists in multiple years, reflecting his expertise and client service.
A lifelong resident of the Twin Cities, Robert lives in Prior Lake with his wife, two daughters, and two Labrador retrievers. Outside of his professional work, he is a private pilot and participates in the Minnesota Center for Advanced Professional Studies (MNCAPS).