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 relationships while serving his clients.
Debi Case has always had a love of business. At age twenty, she was the youngest buyer in the history of Federated Department Stores, responsible for a $16 million dollar annual buying budget. Debi’s buying expertise launched her into a partnership with Byron & Co, then a small jewelry manufacturing firm in California. With Debi’s diligent direction, Byron & Co grew to be the fifth largest gold manufacturing company for charms & collectibles under $200.00 in the US.
In 1991, Debi started Fit America, a weight loss and wellness company inspired by her own personal challenge with weight. By 1996, Debi franchised her operation and had over 2000 independent distributors and 72 franchised stores doing in excess of $44 million a year. Debi was awarded Ernst & Young'’ Entrepreneur of the Year Award. When 911 and supplement restrictions changed the weight loss industry, Debi partnered with Bob Case, who was formerly the top producer nationally for Merrill Lynch.
Together, The Case Team is a business strategy company that assists in the structure, organization and the obtaining of financial resources for businesses. With her vast experience, Debi and The Case Team have assisted many companies, both new and old, in achieving their financial, operational, marketing and exit strategy goals.