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Rod Westmoreland

Rod Westmoreland

Formal First Name
Rod
Link
LinkedIn
Location
Atlanta

Rod Westmoreland is Managing Director and Private Wealth Advisor of The Westmoreland Group at Merrill Lynch. He is a 38-year veteran at Merrill Lynch and a recognized investment and financial services professional with 40 years of financial experience. Westmoreland offers families and individuals of high net worth comprehensive portfolio planning solutions. He has built a team of over 20 professionals to offer meaningful advice in the fields of portfolio development, pre-and post- transaction advice, estate planning services, family legacy planning, philanthropic planning, and access to structured credit through Bank of America. Prior to joining the financial services industry, he served for five years in the United States Navy as an officer in the Navy Supply Corps.

Professional Experience

Academic History

MERRILL LYNCH WEALTH MANAGEMENT

  • Westmoreland focuses on servicing the complete needs of current and former private business owners and their families. 

  • He educates clients about the current economic market and presents investment options that will best help them take advantage of that market. 

  • He has extensive knowledge of trusts, derivatives, securities, and diversification pathways.

  • He also regularly delivers speeches on behalf of Merrill Lynch at offices across the United States.


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Warnings and Disclaimers

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