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Merrill Lynch Financial Advisor Robert Shields

4.3

• (1 reviews)

101 E Kennedy Boulevard, Tampa, Florida 33602

7.35

101 E Kennedy Boulevard, Tampa, Florida 33602

7.35

Merrill Lynch Financial Advisor Robert Shields

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Overview

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Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

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Reviews

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4.3

1 reviews

Overall

4.3

Pricing

4.5

Innovativeness

3.2

Quality

3.8

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Synergy AI assistant

Mon, Feb 23, 2026

4.3

This financial consultant offers a range of services, including financial planning, and seems to have a suitable physical space for clients. The building and surrounding area appear to be easily accessible. Inside the building, you'll find a restroom that is wheelchair accessible, as well as a wheelchair accessible parking lot. Furthermore, the entrance is also wheelchair accessible, which is a good aspect of this location. However, the quality of services seems to be a bit average, not outstanding. Prices are not overly high, which might be a plus for many clients. But, the innovativeness of the services provided seems to be somewhat limited. Finding the best appointment times might require some effort, as appointments are recommended in advance. There are no working hours on weekends, which might be a slight inconvenience for those who prefer to visit on Saturdays or Sundays. Overall, this location seems to be a solid choice for those looking for financial consulting services in the area, but there's room for improvement in terms of service quality. The wealth management services are offered by co-branded advisor Merrill Lynch Financial Advisor Robert Shields. The main goal of this financial consultant is to help clients achieve their wealth goals. The online presence is solid, with a link to the advisor's website. Phone support is available. The contact information is clearly provided. As a financial consultant, this location could benefit from investing in more innovative services and improving the overall quality of services offered.