PROFESSIONAL PROFILE

Robert Levin is a Wealth Management Advisor at Merrill Lynch and CFP® certificant. He is a former Wall Street pharmaceuticals analyst and board-certified physician. He directs a wealth management practice that primarily serves health care executives, physicians, and women with complex financial needs. Each client relies on him as a CFO; to navigate and to serve as their primary resource through the complexities of the financial world. Bob takes pride in showing them a disciplined strategy to achieve their financial goals and conducting that process with the highest professionalism and integrity.

Bob, originally from Detroit, received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He completed a residency in pediatrics at the Childrens Hospital Los Angeles in 1988 and worked as a pediatrician from 1988 until 2000. He then attended Johns Hopkins business school for one year and was a medical consultant to a venture capital fund. In 2001-2002 he worked as a pharmaceutical analyst at JP Morgan Chase in New York City before joining the Global Private Client Group at Merrill Lynch in Beverly Hills, CA in June 2003. In June 2006 he was awarded the CFP® certification by the Certified Financial Planner Board of Standards, Inc.

Bob lives with his wife and family in Los Angeles. He enjoys playing with his kids at the beach and is actively involved with the University of Michigan Medical Center Alumni Society. In addition, he serves as a financial consultant to the physician membership of the Foundation of the American Academy of Ophthalmology at its annual meeting.