Robert Jurkiewicz is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 34 years of experience. He is a founding member of The JB Group, where he advises a select circle of affluent client families, providing expertise in family wealth management strategies, legacy planning, philanthropic planning, and portfolio management services. His work extends nationally, serving senior-level executives and business owners across a variety of industries with a focus on multi-generational wealth transfer, retirement, and post-liquidity event planning. Mr. Jurkiewicz holds multiple professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Plans Specialist (CRPS), and Certified Plan Fiduciary Advisor (CPFA). He earned a Bachelor's degree in International Political Economy from Colorado College and an MBA in Finance and Accounting from the University of Chicago Booth School of Business, supplemented by an associate degree from Jagiellonian University and a master's degree from the University of Chicago. He provides highly customized financial strategies and emphasizes the integration of clients' teams of CPAs, attorneys, and firm specialists. He and his wife Rachel, a retired oncology nurse and hospice volunteer, reside in Denver and enjoy outdoor activities including golfing, hiking, skiing, and fly fishing. He is also active in fostering community involvement, having founded a group within his office that supports charitable organizations focusing on hospice care, cancer, mental healthcare, and dyslexia among others.