It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
What’s important to you?
You have priorities and we have the insights you need to keep them front and center.
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
101 E KENNEDY BLVDTAMPA,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
Senior Vice President-Wealth Management
Managing Director - Wealth Management
Administrative Assistant III
b>A Personalized Approach: The Yahney TeamHOW WE WORK: OUR PROCESS...The Yahney Team is a Merrill Lynch financial advisory and consulting group located in Tampa, Florida. We have been offering knowledgeable financial advice and wealth management services for more than 20 years.The process always begins with a careful examination of: Where are you now? & Where do you want to be? Our responsibility is to ask you the right questions; listening carefully to what you tell us, the next step is to design, recommend, and implement a customized plan of action for you.WHO WE WORK WITH...We are dedicated to providing advice-based wealth management products and services to individuals and small to mid-sized businesses to help them meet their financial objectives. WHY THE YAHNEY TEAM...We have extensive experience assisting clients with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and recommendations, estate planning strategies, private money management and concentrated stock strategies. We believe that a successful wealth management strategy looks at all the aspects of your financial life, not just investments. By serving as your advisor, we endeavor to understand your situation, your needs, and what you want to accomplish through our powerful resources and state-of-the-art technology. By working closely with you on an ongoing basis, we monitor, track, and evaluate your plan. Adjustments are recommended as conditions warrant and as your objectives and needs change or evolve in order to preserve and grow your wealth.
MEET OUR TEAM...Robert E. Yahney CFP®, CRPC® Senior Vice-President Wealth Management Wealth Management AdvisorPortfolio Advisor Robert provides tailored financial services to families throughout the Tampa Bay area. Robert obtained the designation of Chartered Retirement Planning Counselor (sm) through the College for Financial Planning. With more than 17 years experience in the financial industry 16 of which were at Merrill Lynch, Robert reviews and analyses client's goals and objectives, and together creates a wealth management plan which addresses their individual needs. Robert earned a Bachelor of Arts Degree from The University of Florida, and went on to earn his M.B.A. with a specialization in Finance. Robert has been an annual sponsor of The Hispanic Support Organization and United Way for several years. Robert lives in South Tampa with his wife Susan and son Nicholas.John A. Hinken, Vice President, Investment Associate John is a Vice President and Investment Associate with Merrill Lynch and has been with Merrill Lynch since 1979. John assists clients in the determination of the appropriate asset allocation and the selection of professional money managers. He then applies systematic performance measurement, to determine progress toward a specific financial goal. John obtained his undergraduate degree from the University of Alabama, and his MS from Florida State University. Darcey Callender, Client Associate Darcey is a Senior Client Service Associate with 20+ years of Wealth Management industry experience and expertise working with high-net-worth individuals. Darcey relocated to Tampa a year ago to join The Yahney Team, as a Merrill Lynch re-hire, leaving Morgan Stanley after over eight years. She is a conceptual thinker who has the goal of heightening the full-service approach of the Yahney Team. Darcey is a mother of two children-a daughter, McKenzie and a son, Peyton. Sarah A. Malone, Client AssociateSarah has recently joined the Yahney team. She was previously with Smith Barney and Wells Fargo Advisors where she specialized in ultra high net worth clients, 401k plans, foundations and endowment as well as corporate retirement plans. She is responsible for client services and account administration.Asset Allocation does not ensure a profit or protect against loss in declining markets. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning
Robert Yahney is registered to do business in : AL, AZ, FL, GA, IL, IN, MA, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.