Merrill Lynch Financial Advisor Robert Post - Washington, District of Columbia

When considering comprehensive financial guidance in the Washington, DC area, Merrill Lynch Financial Advisor Robert Post stands as a notable figure. His professional designation positions him as a key resource for individuals seeking expert financial advice tailored to their unique circumstances. Robert Post operates from the well-established Merrill Lynch network, specifically located at 1800 K Street NW in Washington, DC, a prestigious address known for its concentration of financial services. This location places him within a major financial hub, potentially offering clients access to a broader range of resources and market insights.

A Profile of Robert Post

Mr. Robert Post is registered as a financial consultant and financial planner with Merrill Lynch. These roles indicate a focus on providing holistic financial advice, assisting clients in navigating complex financial decisions, and developing long-term strategies aligned with their goals, be it retirement planning, investment management, or wealth accumulation. While specific credentials like Certified Financial Planner (CFP) are not explicitly mentioned here, his designation as a Merrill Lynch Financial Advisor implies a high standard of professional conduct and expertise expected within the industry.

Location and Accessibility

The advisory office, situated at 1800 K Street NW, Washington, DC 20006, United States, offers physical accessibility features. The premises include a wheelchair-accessible car park, ensuring convenient access for clients with mobility challenges. Furthermore, the facility boasts a wheelchair-accessible entrance and a wheelchair-accessible toilet, demonstrating a commitment to accommodating diverse client needs and ensuring a comfortable experience for everyone visiting the office. Standard accessibility includes a toilet facility. It is highly recommended that prospective clients check the operating hours for these facilities, especially the toilet, before their visit. Appointments are strongly advised, reflecting the personalized, client-focused approach expected of this level of financial advisory service.

How to Connect

Prospective clients interested in discussing their financial future with Robert Post have a couple of avenues for contact. The direct telephone number, 2028333100, provides a primary means for scheduling appointments or seeking preliminary information. For those preferring a digital approach, the dedicated Merrill Lynch website for this advisor, accessible at advisor.ml.com, likely offers additional details about his services, background, and potentially client testimonials, although the company itself currently appears to have no recorded reviews on Google My Business, suggesting a more direct engagement model might be preferred.

Understanding Financial Consulting and Planning

Financial consulting, as Mr. Post provides, typically involves a thorough assessment of an individual's financial situation, including assets, liabilities, income, and risk tolerance. This analysis is followed by the development of customized strategies aimed at achieving specific financial goals. Financial planning, often encompassed within consulting services, takes a broader view, typically creating a comprehensive roadmap covering retirement, estate, tax, and investment objectives over the client's lifetime. These services are crucial for individuals navigating significant financial decisions, market fluctuations, or seeking to build long-term wealth.

Relevance for Washington DC Clients

For individuals residing or working in the Washington, DC metropolitan area, Robert Post's location offers the advantage of proximity and potentially face-to-face interaction within a significant financial services environment. Clients seeking stability and the backing of a large, established firm like Merrill Lynch might find his services particularly appealing. His dual focus on consulting and planning suggests an ability to offer both immediate advice and long-term strategic direction, catering to clients looking for ongoing financial partnership. The emphasis on accessibility further enhances the appeal for a diverse clientele.

While the absence of public reviews means there are no independent accounts of client experiences, the professionalism associated with a Merrill Lynch Financial Advisor and the details provided regarding his service structure and office amenities suggest a commitment to quality service. For those contemplating engaging a financial advisor, initiating a conversation by phone or visiting the website is the recommended first step. Given the complexity and importance of financial matters, the advice of a qualified professional like Robert Post could be invaluable in achieving financial security and success.