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FALL 2002
E. ROBERT "BOBBY" THERIOT

E. Robert "Bobby" Theriot
Managing Director
Merrill Lynch Private Client Group

February 21, 2003

E. Robert "Bobby" Theriot III is a Managing Director of Merrill Lynch Private Client Group. He is the most senior branch manager in the firm and presently oversees Merrill Lynch's seventh largest domestic office in Houston, Texas. This office generates greater than $110 million in revenue, and stewards assets in excess of $20 billion. Theriot was asked, in the fall 2002, to organize and manage Merrill Lynch's Private Wealth Advisory Hub or the State of Texas. He celebrated his 26th year in management in October 2002.

Theriot joined Merrill Lynch in Baton Rouge, beginning what has been a distinguished career in the financial services industry spanning longer than 34 years. A Financial Consultant for seven years, he was accepted in 1976 into management training and began his management career as the sales manager of the New Orleans office. In March 1979, Theriot became manager of the Dallas-Campbell center office. He went on to manage an office in Columbia, South Carolina, where he also helped organize and served on the Board of Directors of the South Carolina Security Dealers Association. While at Merrill Lynch, Theriot has been active in developing professional training programs, assisting in the design of the firm's first formal training program covering the first two years of a new Financial Advisors career. He currently serves as assessor at the Merrill Lynch Management Selection Center and helps evaluate Financial Advisors for High Net Worth accreditation. Theriot is active in the firm's Wealth Management Training Program and in training new office managers. He is on task forces responsible for defining the firm's asset-based pricing strategy and for revising the Financial Advisor Compensation Program.

Theriot graduated from LSU in 1963 with a general business degree. Theriot has played an active role in several civic and charitable organizations, including the Boy Scouts and the Rotary Club. Theriot serves on the Board of Governors of the Houston Center Club, the Advisory Board of the American Heart Association, and the underwriting committee of the Ronald McDonald House Ball, and the Board of Directors of Central Houston, Inc. He is on the Board of Directors of the Greater Houston YMCA where he serves on the Finance and Investment Committee. Theriot served, for three years, as co chair of the American Heart Association Bear Bryant Coach of the Year Award Banquet. He is a member of the Downtown Houston Association, the Tiger Athletic Foundation, and the LSU foundation.

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Spring 2003 | Keeth | Theriot | Calkins |
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