PROFESSIONAL PROFILE

The Zawilski Group works with a select number of families to develop tailored financial solutions. The major themes we help clients address in the most tax efficient ways are:

• Multi-Generational Wealth Accumulation, Protection, and Distribution
• Implementing and Monitoring Customized Investment Strategies
• Business Growth, Efficiencies, and Succession Planning
• Creating a Sustainable Income Stream In Retirement
• Charitable Giving and Legacy Planning
• Effective Uses of Credit and Lending

Bob is a Vice President, Wealth Management Advisor, and the senior member of The Zawilski Group. He has attained the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., the CIMA® (Certified Investment Management Analyst), and the CRPC® (Chartered Retirement Planning Counselor). Bob joined Merrill Lynch in 1988 after serving 23 years in the United States Army. Originally from Pennsylvania, Bob focused on his education goals in his early Army years. He earned an undergraduate degree in Mathematics from Angelo State University and his MBA from the University of Oklahoma. He is an active member of Lakewood Rotary and the Tacoma Estate Planning Council.

Eric is a Wealth Management Advisor with the group and joined Merrill Lynch in 2007. He earned a Business degree from Washington State University (Go Cougs!). Eric serves on the Boards of Directors for Helping Hand House and The Northwest Trek Foundation. He is a member of the South Hill Rotary Club. Eric has earned designations as a Chartered Retirement Planning Counselor and a Certified Special Needs Advisor.

Aimee is an Investment Associate with The Zawilski Group. She earned a double major in Communications and Psychology from Pacific Lutheran University.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com