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Rod Westmoreland

Rod Westmoreland

Experienced Atlanta Portfolio Manager Rod Westmoreland

Rod Westmoreland
Atlanta United States (Georgia)
Employed Available
Rod Westmoreland is a managing director and wealth advisor at Merill Lynch in Atlanta, Georgia. He has spent his entire career, more than three decades, in the investment field with Merill Lynch. In his present role, he focuses on assisting ultra-high-net-worth clients with the development and diversification of their portfolios. A few of his primary areas of expertise include trust services, derivatives, and asset allocation. Rod Westmoreland works closely with each client, helping individuals and families appreciate the current economic climate and any trends that may affect future investments. Over the course of his career, he has been recognized as one of the top advisors in the country by publications such as Financial Times and Barron’s Special Report.

Mr. Westmoreland studied industrial management at the Georgia Institute of Technology in Atlanta. He served in the US Navy for five years as a supply corp officer after graduating from the Georgia Institute of Technology on an ROTC scholarship.
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Private Wealth Advisor

Merrill lynch
Since January 1978
United States

BS

Georgia Institute of Technology

August 1970 to May 1974
  • Investments
  • Wealth Management