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Robert E

Series 66

Wilson, NC

Merrill

Robert Edmondson serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career in the investment arena in 1991 and joined Merrill Lynch Wealth Management in the Wilson, North Carolina office as a Financial Advisor in 2004. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Rob holds a Bachelor's degree from the University of North Carolina at Chapel Hill and a Master's degree in Business from Wake Forest University. He completed the Certified Investment Management Analyst® Program at the Wharton School of Business, University of Pennsylvania, and holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Personal Investment Advisor (PIA) credential. Prior to his financial advisory career, he held corporate positions including corporate treasurer and vice-president of finance, and spent 14 years as an Associate Professor of Finance. Rob resides in Wilson with his wife and is active in the First Presbyterian Church, where he has served in multiple leadership roles. His personal interests include biking, gardening, golfing, hiking, hunting, photography, reading, scuba diving, tennis, and traveling. He also participates in community organizations such as the Wilson Arts Council and the Wilson Botanical Garden.

Wealth management Retirement income strategy General retirement planning Liquidity event planning College savings (529s, UTMA, etc.) Financial Professional
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