Robert A Piper

Advisor at Merrill — Columbus, GA N Lake Dr

Updated today

Credentials

Series 66

Experience

3 years

Location

Columbus, GA 31909

Merrill logo

Merrill

Institution

Total advisors

25,562

Across 3,162 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Robert Piper is a Financial Advisor at Merrill Lynch Wealth Management in Columbus, GA. He focuses on retirement planning and wealth management, assisting clients in developing strategies to pursue their short-, mid-, and long-term financial goals. His client focus areas include liquidity management, personal retirement planning, portfolio management services, and retirement income. Robert provides ongoing advice and guidance, adapting to his clients' evolving needs, and can connect them to additional resources such as banking, credit, lending, and small business solutions through Bank of America specialists.

Robert holds a Bachelor's Degree from Auburn University and has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) professional designations. He emphasizes understanding what is important to his clients and their families to help create personalized financial strategies. Outside of his professional work, Robert has interests in basketball, cooking, and woodworking.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Retirement income strategy Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Columbus, GA N Lake Dr

7310 N Lake Dr, Ci Adp Centralized

Columbus GA 31909

Advisors at this office

15

Most active in

Alabama · Georgia · Texas

Work history

3 years of industry experience

Merrill

2022 - Present • 4 years

Columbus, GA

Chorus SmartSecure LLC

2020 - 2022 • 2 years

Auburn, AL

Lowe's

2020 - 2020 • 1 year

Opelika, AL

Unemployed

2020 - 2020 • 1 year

Auburn, AL

Auburn Men's Basketball

2018 - 2020 • 2 years

Auburn, AL

Auburn University

2017 - 2020 • 3 years

Auburn, AL

Chick-Fil-A

2017 - 2017 • 1 year

Auburn, AL

Auburn University

2016 - 2017 • 1 year

Auburn, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ashish D

Series 65

Columbus, GA

Mars Capital Management LLC

Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Active portfolio management Concentrated stock management
user avatar

Cedric B

ChFC®, Series 63

Phenix City, AL

Cedric Deon Bean Enterprises LLC

Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.

General retirement planning Social Security optimization Medicare planning Wealth management Life insurance needs analysis Founder/Business Owner Executive Approaching retirement Established Professionals
user avatar

Brent H

Series 66

Columbus, GA

Fluid Financial Planning, LLC

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at an independent firm based in Columbus, GA. Fluid Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm primarily uses passive, asset-class diversified portfolios with low-cost index funds and ETFs, complemented by multiple analytical methods, and offers ongoing planning access through a fixed monthly subscription.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
user avatar

Christopher H

Series 65

Columbus, GA

Hunter Financial Planning

Christopher Hunter is a financial advisor at Hunter Financial Planning in Columbus, GA. He holds a Series 65 designation and has experience in the financial and payments industry through roles at Kyndryl, Inc. and TSYS/Global Payments. Hunter Financial Planning provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm combines comprehensive planning with portfolio management using an asset-allocation framework based on passive ETFs, model portfolios, and Modern Portfolio Theory, offering a variety of fee arrangements and selecting outside advisers to manage client assets.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) Consultant
user avatar

Tyler T

CFP®, CFA®, Series 65

Columbus, GA

Townsend Wealth Management

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Burnett T

CFP®, Series 65

Columbus, GA

Townsend Wealth Management

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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