Cfp® Robert Schuldt

Robert Schuldt is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in Lisle, Illinois. He has over 27 years of experience in the financial services industry, specializing in financial strategies, estate planning, and wealth transfer issues for individuals as well as investment consulting for nonprofit organizations.13

Educational Background

Schuldt holds a Bachelor of Science in Finance with an emphasis in Economics from Rockford University. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®), having completed the Certificate Program in Financial Planning at DePaul University.14

Professional Experience

Before joining Merrill Lynch in 1994, Schuldt ran two successful small service-based businesses. His professional focus includes values-based wealth management and a disciplined approach to understanding client needs and goals. He emphasizes personalized financial planning to help clients manage investment risks and achieve their financial objectives.12

Recognition

Schuldt has been recognized on the Forbes "Best-in-State Wealth Advisors" list for three consecutive years (2021, 2022, and 2023) due to his commitment to best practices in wealth management.12

Community Involvement

In addition to his advisory role, Schuldt is actively involved in nonprofit organizations. He serves as chairman of the Moody Business Network and is a member of the Board of Trustees for the Moody Bible Institute, reflecting his commitment to community service and leadership.14

Overall, Robert Schuldt combines extensive experience with a strong educational background and a commitment to client-focused service in his role at Merrill Lynch.