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Rod Westmoreland

Rod Westmoreland

Formal First Name
Rod
Link
LinkedIn
Location
Atlanta

Rod Westmoreland is a Managing Director and Private Wealth Advisor at Merrill Private Wealth Management, where he leads The Westmoreland Group, a multidisciplinary team of more than 20 professionals serving high-net-worth individuals and families. His team delivers comprehensive wealth management advice spanning portfolio construction, pre- and post-transaction planning, estate and trust services, family legacy planning, philanthropic strategy, and access to structured credit solutions through Bank of America. With more than 40 years of experience in the financial services industry, Westmoreland is widely recognized for his expertise in derivative securities, trust and estate services, diversification strategies, and comprehensive investment portfolio management. Before entering the financial services profession, Westmoreland served for five years as an officer in the United States Navy Supply Corps.

Professional Experience

Academic History

MERRILL PRIVATE WEALTH MANAGEMENT

  • At Merrill Private Wealth Management, Rod Westmoreland specializes in serving the comprehensive financial needs of current and former private business owners and their families.

  • He provides ongoing education on economic conditions and market trends, helping clients understand how shifting environments may impact their wealth and long-term goals.

  • Westmoreland brings extensive expertise in trust and estate structures, derivative securities, advanced investment strategies, and diversification pathways, enabling clients to navigate complex financial scenarios with clarity and confidence.

  • In addition to his advisory work, he regularly represents Merrill by delivering educational presentations and speaking engagements at offices across the United States.


RECOGNITIONS


THOUGHT LEADERSHIP


COMMUNITY INVOLVEMENT & PHILANTHROPY

  • Beyond his professional work, Westmoreland is actively involved in philanthropic and cultural organizations.

  • He serves on the Alexander-Tharpe Fund Board of Directors for the Georgia Tech Athletic Association and previously served on the board of the Atlanta Chamber Players.

  • He is also a supporter of the Atlanta Boys Choir and a member of the Director’s Circle at the High Museum of Art, where he participates in the Annual Wine Auction.

  • Additionally, Westmoreland is a member of the Capital City Club, Sea Island Country Club, and Atlanta Tastevin, reflecting his longstanding engagement in civic and professional communities.

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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