PROFESSIONAL PROFILE

Robin is a Financial Advisor, and she joined Merrill Lynch in 2007. Robin's practice focuses on delivering wealth management solutions for businesses and high net worth individuals. Her goal is to assist her clients in wealth accumulation, wealth preservation and wealth transfer strategies through comprehensive financial planning. This process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. In addition, she assists her clients with concentrated stock positions, hedging and liquidity strategies through alternative investments.

Robin's areas of concentration are in professional money management, retirement planning, special needs financial planning, estate planning, financial solutions for nonprofits and identifying and implementing financial solutions for businesses.

Robin works with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. She also provides succession planning and group benefit plans.

Robin holds the Certified Special Needs Advisor (CSNA) designation. Robin sits on the Board of Directors of the Children's Trust Fund of Oregon, is a member of the Lake Oswego Chamber of Commerce, and has been a resident of Lake Oswego, Oregon for over 20 years. She is a graduate of the University of Southern California with a Bachelor of Arts Degree in Theater Arts, and a graduate of Pace University School of Law with a Juris Doctorate in Law.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com