Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Clients and their families ask important questions like: “Can I retire and live the life I want in retirement?"; “What financial strategies will help me achieve my retirement goals?”; "How can I pay for my children's or grandchildren's college education?"; and, “Will I be able to leave a legacy for my children or my favorite charity?”. Craig understands that clients may spend nearly as long in retirement as they did working and they want their money to allow them a safe and satisfying retired life. He tries to help his clients answer the many questions they have as the work towards and then into their retirement years.
Our team brings a high level of knowledge and experience to Merrill Lynch Wealth Management clients. Craig hold three financial advanced designations above and beyond the normal FINRA registration requirements. He has over 27 years of experience in the financial service industry helping clients with setting goal, investments, insurance and wealth management. This combination of experience and knowledge allows us to confidently advise clients through retirement and help them try to solve their financial challenges.
CRAIG ROBERTS is a Wealth Management Advisor and Senior Vice-President. He started with Merrill in 1991 in the Sun City office after graduating from the University of Southern California.|Craig believes in the power of learning and has continued his education to better serve each client. He holds the CRPC® designation and is proud to be a CIMA® designee. In 2010 he also became a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Within the team he is primarily responsible for helping to create wealth management strategies and portfolio development.
MARYSE MARSHALL,Registered Senior Client Associate,started with Merrill Edge Client Services in 2015 and joined the Merrill team in 2017. She handles day to day operations and is enthusiastic about striving to provide a superior client experience. Maryse is a graduate of the University of Arizona and is originally from Milwaukee, Wisconsin.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Southern California
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.