PROFESSIONAL PROFILE

Robert T. Sneed – Financial Advisor


Robert has built his practice working with individuals and businesses to define and pursue their financial goals. He recognizes that his primary responsibility to clients is to help them build a solid foundation on which to make their financial decisions with confidence. Robert takes hands on role in following through for clients to make sure their needs are given the highest level of attention, and that financial strategies are effectively implemented.

Robert offers personalized solutions that address:

> Retirement Planning
> Trust and Estate Planning working with family tax accountants and attorneys
> Individual wealth preservation and insurance planning strategies
> 401(k) Retirement plans
> Corporate cash management solutions

Robert’s goal is to help guide clients so they can make informed choices that fit with their near and long-term goals. He will also set up appointments for an in-person meeting as needed, such as to discuss life changing events, career transitioning, retirement as well as retirement income streams, portfolio performance, changes in goals and objectives, asset allocation and rebalancing.

Robert joined Merrill Lynch in 2009, coming from Bank of America Investments where he practiced as a Financial Advisor. Prior to working in the financial services field Robert had a career in the Railroad industry.

Robert lives in Middleburg, Fl. with his wife Marjorie and devotes a great deal of time and attention to his local church. He has four grown children and five grandchildren.

Please consider sitting down to review your biggest financial concerns – and explore real solutions. Feel free to contact Robert with questions you may have by calling 904 215 4855 or emailing Robert at robert.t.sneed@ml.com.