Bert Ponder

Bert Ponder is a highly experienced financial professional who has built a long and successful career at Merrill Lynch. He currently serves as a Managing Director and Private Wealth Advisor in the Merrill Private Wealth Management division.12

Career Highlights

Bert Ponder has been with Merrill Lynch for an impressive 40 years, demonstrating his dedication and expertise in the field of wealth management.1 His extensive experience has earned him recognition in the industry, as evidenced by his inclusion in Forbes' rankings of top financial advisors.14

Professional Role

As a Private Wealth Advisor and Managing Director, Bert Ponder works with high-net-worth individuals and families to provide tailored financial advice and wealth management services. He is part of Ponder Jowers & Associates, a team of financial advisors based in Atlanta, Georgia.2

Client Base and Expertise

Bert Ponder's clientele consists of approximately 140 client households, with an account minimum of $5 million.3 This suggests that he specializes in serving affluent clients with complex financial needs. The average client assets under his management are around $15 million, indicating the substantial wealth he helps oversee.3

Education and Background

Ponder is a graduate of Washington & Lee University, which has likely contributed to his strong foundation in finance and business. His long tenure at Merrill Lynch, spanning four decades, speaks to his deep understanding of the financial markets and wealth management strategies.

Bert Ponder's LinkedIn profile (username: bert-ponder-95452212) reflects his current position and professional achievements, serving as a testament to his established career in the financial services industry.1