Bob Starr in

Bob Starr

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Director, Retirement Plan Services at First Merchants Corporation
📍 Richfield, Ohio, United States

A results-driven sales leader with over 20 years of experience in the retirement plan services industry. He is recognized for exceeding sales targets at major firms like Charles Schwab and ADP and specializes in building high-performing, advisor-focused teams. He holds Series 7 and 63 certifications.

He appears passionate about financial education, often sharing insights on prudent, long-term investment strategies. His focus is on helping others maintain balanced portfolios and ignore short-term market distractions to achieve their financial goals.

He has earned the highest sales honors, including Chairman’s Club and Presidents Club, at multiple prestigious companies.

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Experience
23 Years
Current Role
Director, Retirement Plan Services
Job Level
Mid-senior
Location
Richfield, Ohio, United States
Personality Overview

How Bob shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bob cares about

Retirement Plan Solutions
His entire career is focused on 401(k) and Pooled Employer Plan (PEP) sales, demonstrating deep expertise in retirement services for plan sponsors and advisors.
Advisor-Focused Sales
His professional summary highlights his skill in cultivating trusted relationships with financial advisors and building teams centered around their needs.
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Career

Work history

9-2025
Director, Retirement Plan Services
First Merchants Corporation
1-2024
Director, PEP 401(k) Sales
WTW
2-2012 - 1-2024
Vice President, Retirement Plan Sales .
Charles Schwab
9-2009 - 2-2012
Major Accounts Retirement Services District Manager - 401k Sales
ADP
3-2008 - 4-2009
Regional VP - External Wholesaler
Sun Life Financial
In the press

Media appearances

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Education
1989 - 1993
Education details unavailable
Brecksville
Education details unavailable
Kent State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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