Rob Dyer is a Managing Director and Private Wealth Advisor within Merrill Private Wealth Management. Dyer leads his team to deliver a full range of wealth management advice and strategies to meet a variety of complex needs. With focus on investment management, asset allocation, and alternative investment strategies, he caters to the sophisticated needs of a limited number of high net worth individuals, families and business leaders. He also manages client relationships and outreach, provides broad financial advice on client balance sheets, directs portfolio strategy, as well as offers access to the credit and lending services of Bank of America. Dyer has worked in the investment industry in New York since 1998. Prior to joining Merrill, he was a Senior Vice President at Lehman Brothers Private Investment Management. Before that, he was a Senior Associate at Morgan Stanley Private Wealth Management. He began his career in the Treasury Division at Procter & Gamble, working in a variety of financial and sales management positions.
Dyer leads his team in customizing wealth management strategies and offerings for each client and family.
He is a regular speaker and resource inside Merrill on the areas of credit and lending and client balance sheet advisory.
He has been named a top advisor by prestigious financial outlets Financial Times and Forbes multiple times.