Your business type:

Financial Advisor

Types of products or services offered:

Mortgage loans, Variable Annuities, Stocks, Bonds, Mutual Funds, Market-Linked Investments, Financial Planning

About Me:

I have been in the financial services industry since 1977 and joined Merrill Lynch in 2009. I offer clients another perspective, helping clients to pursue their financial goals. I develop individual client relationships, listening to what is important to them, in order to address each client’s unique financial situation.

My approach is to focus first on helping clients deal with their emotions, so that they are not a barrier to accomplishing their financial goals. Then, I assist clients with their asset allocation, utilizing the full range of various investments that are available through Merrill Lynch. Selecting appropriate individual investments is next, following by regularly scheduled reviews, making changes whenever necessary. This disciplined process is designed with the goal of keeping clients on track toward achieving their financial goals.

I graduated from Princeton Theological Seminary in 1980, earning a Masters of Divinity degree, and live in Monroe, NY with my wife, Nina. An Eagle Scout, I am also a soloist and singer with Orange County Classic Choral Society since 1989. I’ve sung in Carnegie Hall several times, as well as with the Monroe-Woodbury Faculty Chorale for their annual fund-raising concert. I am an active member of Orange County Chamber of Commerce, Rotary club of Monroe-Woodbury, and Highland Mills United Methodist Church.

Company name

Merrill Lynch

Website:

http://fa.ml.com/robert.pollsen