Rod Westmoreland
Rod Westmoreland started his wealth management career in 1978; the entire tenure has been with Merrill in Atlanta. He is focused on servicing the complete needs of current and former private business owners and their families. Westmoreland has built a team of over 20 professionals to offer meaningful advice in the fields of portfolio development, pre- and post-transaction advice, estate planning services, experience family legacy planning, philanthropic planning, and access to structured credit through Bank of America. He has been recognized as a top advisor in several industry publications.
Rod Westmoreland Professional Experience / Academic History
Professional Experience
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Managing Director and Private Wealth Advisor
Academic History
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Bachelor's Degree
- Chosen as the #2 Private Wealth Management Team Nationally by Barron’s Top 50 Private Wealth Management Teams in 2019
- Named to Barron’s America’s Top 100 Financial Advisors for the 13th consecutive year
- Chosen as the #1 Advisor in Georgia by Barron’s Top 1,200 Financial Advisors for the 12th consecutive year
- Top 10 Advisor in the country by Forbes America’s Top 250 Wealth Advisors for the 4th consecutive year
- Named #1 in Georgia on “Forbes Best-in-State Wealth Advisors” for the 3rd consecutive year
- Named to “Financial Times Top 400 Financial Advisors” in 2019 for the 7th consecutive year