The Westmoreland Group delivers the intimacy of a boutique with the resources and opportunities of a global institution. We provide clients with privileged access to resources typically reserved for the largest institutional investors in the world. Substantial wealth is different. It deserves substantially different care.
The Westmoreland Group is a highly experienced wealth advisory team that serves corporate executives, affluent families, public and private foundations and corporations. We have successfully worked with Financial Advisors nationally to provide creative strategies for clients’ complex financial needs. As of January 29, 2016 clients have entrusted our group of seasoned professionals with over $3 billion in assets and liabilities. More than 75% of our existing assets are jointly held with outside advisors.
In addition to traditional portfolio construction we advise on credit and lending, estate and trust planning strategies, hedging and monetization, risk management for concentrated stock positions and philanthropic services.
We are committed to providing the highest level of service equally to partners and external clients to meet their needs and exceed expectations.
Our group has over 160 years of combined investment experience and we maintain a highly trained staff of professional client service associates with over 85 years of industry experience. By working with our group clients have access to a carefully constructed infrastructure and the global resources of Merrill Lynch dedicated to meet their needs.
in 2016, Rod was named to Forbes’s inaugural Top Wealth Advisors list.
In 2013, 2014, 2015 and 2016, Rod was selected by the Financial Times to their list of the "Top 400 Financial Advisors" in the country.
In 2009, 2010, 2011, 2012, 2013, 2014, 2015 and 2016, Rod was selected as a "Top Advisor" in Georgia in Barron’s Special Report of the nation's "Top 1,200 Advisors" and was chosen as the "#1 Advisor in Georgia" in each of the last seven years.
Every year from 2007 through 2016, Rod has been named in Barron’s as one of the “Top 100 Financial Advisors” in the country.
The ranking of America’s Top Wealth Advisors, developed by Forbes partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. For the full list and more, visit: www.forbes.com/top-wealth-advisors/. Merrill Lynch and any of its affiliates does not monitor or maintain the information available on the external web sites mentioned nor represent or guarantee that such web sites are accurate or complete, and they should not be relied upon as such.
The Financial Times "Top 400 Financial Advisors" (FT 400) is an independent listing produced by the Financial Times, March 2016. For more information about the selection criteria go to: http://im.ft-static.com/content/images/0a402a0c-f548-11e5-803c-d27c7117d132.pdf.
Barron's America's "Top 1,200 Advisors: State-by-State" list, March 5, 2016. For information about the selection criteria go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014 this Barron's list consisted of 1,000 advisors.
Barron's America's "Top 100 Advisors" list, April 16, 2016. For information about the selection criteria go to: http://online.barrons.com/report/top-financial-advisors/100/2016. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.