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Bob Waldele

Bob Waldele

Formal First Name
Robert (Bob)
Link
LinkedIn
Location
New York City

Robert Waldele is a Managing Director and founder of the Waldele Group at Merrill Lynch Wealth Management. Bob leads the team’s strategic vision and oversees the investment strategies implemented for each client. He began his career at Merrill as an institutional bond liaison, and has received numerous accolades as a financial advisor since. He has also been featured by numerous publications.

Professional Experience

Academic History

Certifications and Recognitions

  • Barron's Top 1,200 Advisors, 2020
  • Barron's Top 100 Financial Advisors, 2011-2020
  • Forbes Top 250 Wealth Advisors in America, 2016-2020
  • Forbes America's Top Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Series 66 license


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