Robert Bouhl
Wealth Management Advisor at Meridian Wealth Management, LLC Inc | Louisville, Kentucky, United States
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Robert Bouhl currently serves as a Wealth Management Advisor at Meridian Wealth Management, LLC Inc., where he leverages his extensive experience in investment management to deliver comprehensive financial solutions to a diverse client base. In his role, Robert specializes in developing tailored investment strategies that align with clients’ long-term financial goals, emphasizing prudent asset allocation and risk management. His expertise in fixed income securities, equities, and mutual funds allows him to craft diversified portfolios that optimize returns while managing market volatility.
A key focus of Robert’s work at Meridian is expanding the firm’s presence in Louisville and Southern Indiana, where he actively engages with high-net-worth individuals and institutional clients to provide personalized financial planning and investment advisory services. His deep understanding of financial markets, combined with his proficiency in retirement planning and banking, enables him to guide clients through complex financial decisions with confidence and clarity.
Robert’s skill set, including Series 65 certification, positions him as a trusted advisor capable of navigating the intricacies of trust management, estate planning, and investment strategies. His commitment to staying current with industry trends ensures that clients benefit from innovative solutions tailored to their unique circumstances. Through his leadership, Meridian aims to strengthen its reputation as a premier wealth management firm in the region, helping clients achieve financial security and growth in an ever-changing economic landscape.
Wealth Management Advisor at Meridian Wealth Management, LLC Inc in January 2017 to Present
Senior Portfolio Manager at Sterling Financial Group Ltd. in April 2012 to January 2017
Portfolio Manager at PNC Financial Services Group in July 1999 to April 2012
Personal Financial Advisor at American Express Financial Advisors in February 1994 to July 1999
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University of Louisville, BSBA, October 1985 to October 1987
Bellarmine University, MBA, October 1981 to October 1983
University of Louisville, BAS, October 1978 to October 1979
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Series 65
Portfolio Management
Wealth Management
Investments
Fixed Income
Retirement Planning
Estate Planning
Strategic Financial Planning
Alternative Investments
Asset Allocation
Investment Strategies
Banking
Tax
Trusts
Financial Advisory
Investment Management
Financial Services
Asset Management
Investment Advisory
Equities
Financial Markets
Mutual Funds
Finance
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What is Robert Bouhl email address?
Email Robert Bouhl at [email protected] and [email protected]. This email is the most updated Robert Bouhl's email found in 2026.
What is Robert Bouhl phone number?
Robert Bouhl phone number is 5025921697.
How to contact Robert Bouhl?
To contact Robert Bouhl send an email to [email protected] or [email protected]. If you want to call Robert Bouhl try calling on 5025921697. (updated on January 10, 2025)
What company does Robert Bouhl work for?
Robert Bouhl works for Meridian Wealth Management, LLC Inc
What is Robert Bouhl's role at Meridian Wealth Management, LLC Inc?
Robert Bouhl is Wealth Management Advisor
What industry does Robert Bouhl work in?
Robert Bouhl works in the Investment Management industry.
Robert Bouhl Email Addresses
Robert Bouhl Phone Numbers
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