Rod Westmoreland serves as the managing director and private wealth advisor at The Westmoreland Group. As per Forbes, the company has a minimum account for new business worth of $10 million. Similarly, the custodial team assets of The Westmoreland Group include $5.2 billion, and it has a typical size of household accounts ranging between $20 million to $60 million.
Rod Westmoreland started his career by building a wealth management team around four decades back in 1978. His entire tenure has been with the Merrill Lynch – Private Banking & Investment Group in Georgia, Atlanta. Merrill Lynch has total assets of $3.8 billion under management.
Similarly, its typical account size is worth $10 to $75 million, while the minimum new account size worth $10 million.
The Westmoreland Group emphasizes on delivering the intimacy of a boutique with the resources as well as opportunities. The company facilitated its clients with access to resources reserved for the largest institutional investors.
The Westmoreland Group Team (©: pwa.ml.com)
In 2019, Barron's Top 50 Private Wealth Management Teams selected The Westmoreland Group as the second Private Wealth Management Team nationally. Likewise, Rod Westmoreland got named as one of Barron's America's Top 100 Financial Advisors for the 13th consecutive year.
Besides that, he got named no. 1 advisor in Georgia in Barron's Top 1200 Financial Advisors for the 11th consecutive year and also enlisted to Financial Times Top 400 Financial Advisors in 2019 for the 7th straight year.
How Much Is Rod Westmoreland's Net Worth?
Rod Westmoreland is into the wealth management business for more than four decades. Though the details of his fortune are not public, we can say he has accumulated millions of net worth concerning his company's value.
Besides wealth management, Westmoreland served in the US Navy for five years.
Is Rod Westmoreland Married?
Rod Westmoreland, the graduate of the Georgia Institute of Technology on an ROTC scholarship, is a married man. Since he is a man of secrets, he has not mentioned his wife's identity in public.
Similarly, he is a father of two kids, whom he shares with his wife.