Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Clients and their families ask important questions like: “Can I retire and live the life I want in retirement?"; “What investment and 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.
SARA JANE FELDMAN, Client Associate, is frequently the first contact clients have with the team. She efficiently assists them with many administrative duties ranging from answering statement related questions, balancing checkbooks and assisting with Merrill On-Line. Sara also helps coordinate seminars and our annual client meeting.
Sara is very active in Rotary and in 2011 is serving as Governor. She has been with Merrill Lynch Wealth Management since January 1994 and she and her husband, Marty, live in Glendale, AZ.
MARYSE MARSHALL,Registered 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 CounselorSM 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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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.