Rod Westmoreland
Merrill Lynch Wealth Management Director in Atlanta, Georgia
As managing director of wealth management with Merrill Lynch’s Atlanta/Buckhead office, Rod Westmoreland offers families and individuals of high net worth comprehensive portfolio planning solutions. Rod Westmoreland assists clients in selecting managers and setting in place an asset allocation strategy suited to their specific goals and investment timeframes. Possessing over three decades of experience at Merrill Lynch, he has extensive knowledge of trusts, derivatives, and diversification pathways.
The Westmoreland Group has a total of 160 years of combined experience and, as of early 2016, managed assets and liabilities valued at more than $3 billion. Approximately three-quarters of assets managed are held jointly with advisors outside the firm. The group emphasizes a boutique approach to servicing client needs, while leveraging the substantial resources that an internationally networked investment bank offers.
Rod Westmoreland has earned the top ranking in Barron’s America’s Top 1,200 Advisors State-by-State list for seven years running. Since 2013, Mr. Westmoreland has additionally achieved recognition as one of the Financial Times’ Top 400 Financial Advisors in the United States.