bob outtrim

senior financial advisor, managing director

About

With 42 years at Merrill Lynch, my passion is helping people simplify their financial lives. My team of six will help you manage all aspects of your financial life including working with your CPA and attorney as needed. The resources available here at Merrill Lynch for us to help you are extensive to say the least. We educate clients on all the topics important to them so they can make better financial decisions. Our team services a wide range of clientele, with a particular focus on surgeons, Yale faculty and business owners. In my spare time, I enjoy traveling with my family, and playing golf, tennis and skiing.

Country

united states

City

new york

Industry

financial services

Skill

series 7, retirement planning, uniform combined state law, wealth management, investment advisory, saving for education, series 63, 401k rollovers, mutual funds, retirement, asset allocation, series 65, investment strategies, iras, crpc

Experience

senior financial advisor, managing director

merrill lynch

1976-8 - Present · 50 yrs 1 mo

* CRPC® and Chartered Retirement Planning Counselor(SM) are registered service marks of the College for Financial Planning. * Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.