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Rod Westmoreland

Managing Director,Private Wealth Advisor at Merrill Lynch Wealth Management

Rod Westmoreland is a prominent Managing Director and Private Wealth Advisor at Merrill Private Wealth Management in Atlanta, Georgia. With over 38 years of experience in the financial services industry, he has dedicated his entire career to Merrill Lynch, where he has developed extensive expertise in wealth management, asset allocation strategies, and investment portfolio management.

Background and Education

Rod Westmoreland graduated from the Georgia Institute of Technology with a Bachelor of Science in Industrial Management, having attended on a Naval ROTC scholarship. Following his education, he served for five years as an officer in the United States Navy Supply Corps before embarking on his career in wealth management in 1978.12

Professional Achievements

Westmoreland leads a team of 14 professionals at Merrill's Atlanta/Buckhead office, focusing on high-net-worth clients. His approach emphasizes personalized service, leveraging the resources of a large financial institution while maintaining a boutique-like service model. Under his leadership, the Westmoreland Group has managed over $3 billion in assets and liabilities.13

He has received numerous accolades for his work, including being ranked among Barron’s America’s Top 1,200 Advisors for seven consecutive years and recognized as one of the Financial Times’ Top 400 Financial Advisors in the United States since 2013.15

Areas of Expertise

Rod specializes in:

  • Trusts and Derivatives: He provides insights into complex financial instruments and trust services.
  • Diversification Strategies: He assists clients in creating diversified portfolios tailored to their specific goals.
  • Wealth Transfer Strategies: He helps clients plan for generational wealth transfer and philanthropy.23

Personal Philosophy

Westmoreland emphasizes the importance of understanding each client's unique financial picture to develop effective strategies that align with their goals. His commitment to educating clients about market conditions and investment options is a cornerstone of his advisory practice.34

In summary, Rod Westmoreland is a highly experienced wealth management professional dedicated to providing comprehensive financial solutions to affluent individuals and families through his role at Merrill Private Wealth Management.

Highlights

Feb 8 · advisor.ml.com
Westmoreland Group, Financial Advisors in Atlanta, GA 30326 | Merrill
Westmoreland Group, Financial Advisors in Atlanta, GA 30326 | Merrill
Feb 6 · about.me
Rod Westmoreland - Atlanta, Georgia, Merrill Lynch ... - About.me
Rod Westmoreland - Atlanta, Georgia, Merrill Lynch ... - About.me
About | Rod Westmoreland - WordPress.com
About | Rod Westmoreland - WordPress.com

Related Questions

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Rod Westmoreland
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Location

Atlanta Metropolitan Area