Member Directory
Robert Foltz, CFP®
Trust Officer
Financial Planner
Vice President, Wealth Management Advisor
Merrill Lynch
780 North Western Ave.
Lake Forest, IL 60045
Cell: (847) 857-8623
Additional Information:
Bob has over 20 years financial services experience and is a Financial Advisor in Lake Forest, IL. He is a Member of the Paulson-Holman Team in the Lake Forest Office. Bob specializes in advising high net worth individuals to gain deeper understanding of their personal goals, and developing corresponding strategies to achieve those goals. He has a Bachelor of Sciences degree from Hobart College and a Masters in Business Administration from DePaul University.
