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Bob Case

Bob Case

President/CEO at The Case Team

$12M

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60K

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Pedowitz Machinery Movers Acquires Industrial Asset In Pompano Beach For $11.5 Million
Industrial$190 PPSF60.4K sqf
Tom O'Loughlin
+ 2

About

As First Vice President & Wealth Management Advisor with Merrill Lynch for 17 years, Bob created a team within the Merrill Lynch organization, which specialized in offering customized solution services. From 1990 to 2003, The Case Team within Merrill Lynch, was the top business producer, accounting for the largest business lending total for Merrill Lynch nationally. Bob was the top Business Financial Advisor in the history of the firm and did over a billion dollars in lending. He retired from Merrill Lynch in December 2003. Upon completion of his career with Merrill Lynch, Bob became a licensee of Micro Strategic Planning, a process pioneered by Bruce Wright, author of The Wright Exit Strategy. He now actively mentors businesses and individuals. Bob says, “The first job is to define a person's vision.” Using his solid background in business, Bob developed very successful and diverse enterprises in business and real estate. He currently owns businesses that all share one basic and common trait ~ they are all on the “path of progress". Bob is a dynamic business-builder. His focus is of a long-term nature. Bob will always build meaningful and lasting, mutually-beneficial... Read More

Member since: January 2025