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2024 Annual Investment Outlook: Fixed Income and Structured Notes Overview 00:10:00

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Robert is the Principal of Compass Wealth Management. He began his career over 25 years ago at First Union Bank (now Wells Fargo) and was promoted to Senior Financial Specialist by his third year. He then joined Merrill Lynch to focus specifically on wealth management. Robert finished first in his training class and was promoted to a Senior Financial Advisor position.

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