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Robert D
Series 63, Series 65
White Salmon, WA
Merrill
Robert Dwyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial steward to families for the last 28 years, joining Merrill Lynch in 1996. Dwyer works with high-net-worth individuals and families to coordinate, organize, and simplify their complex financial lives. He assists in developing customized planning strategies tailored to individual financial objectives, which can include concentrated stock positions, philanthropic planning, and alternative investments. Throughout his career, Dwyer has served as a national coach, training new financial advisors from 2001 to 2006. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Excelsior College. Outside of his professional work, Dwyer is involved in community organizations such as the Peace River Athletic Club, where he served as Vice President from 2009 to 2013, the Peace River Botanical and Sculpture Gardens as President from 2012 to 2016, and the Punta Gorda Soccer Club as President from 2004 to 2006. In his personal time, he enjoys traveling with his family to the Pacific Northwest and Costa Rica, engaging in activities like surfing, mountain biking, and fly fishing.
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