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Rod Westmoreland
Managing Director,Private Wealth Advisor at Merrill Lynch Wealth Management
Rod - PBIG Westmoreland is a Managing Director and Private Wealth Advisor with Merrill Lynch's Private Banking and Investment Group (PBIG).
With over 30 years of experience, Rod leads The Westmoreland Group, offering wealth advisory services to corporate executives, affluent families, public and private foundations, and corporations.
Aside from traditional portfolio construction, the team provides guidance on credit and lending, estate and trust planning, hedging and monetization, risk management for concentrated stock positions, and philanthropic services.
Through Merrill Lynch's global resources, clients of The Westmoreland Group benefit from a well-structured infrastructure tailored to their individual needs.
Before joining Merrill Lynch, Rod served as a Supply Corps Officer in the U.S. Navy for 5 years following his graduation from the Georgia Institute of Technology on an ROTC scholarship.
An active member of the Buckhead Church in Atlanta, Rod enjoys spending time with his two kids, collecting fine wine, cooking, and traveling.
Rod - PBIG Westmoreland specializes in personalized wealth management services for first-generation wealth creators and entrepreneurs.
His educational background includes a Bachelor's Degree from the Georgia Institute of Technology.
Rod holds the position of Private Wealth Advisor and Managing Director at Merrill Private Wealth Management.
