Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Edward A. Roberts, CFP®, CRPC®
Edward has worked in the financial services industry for over 15 years and currently works in the Merrill Lynch Wealth Management office in North Scottsdale. Since joining Merrill in 2000, Edward focuses on retirement planning, wealth management strategies, long-term care insurance, and Social Security and Medicare discussions. Edward is dedicated to educating his clients on all of the financial complexities that comes along with retirement and helping them achieve their financial goals.
Edward is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the Chartered Retirement Planning CounselorSM (CRPC®) certification awarded by the College for Financial Planning. In addition, he is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. He graduated from Arizona State University in 1991 with a degree in Supply Chain Management.
When not spending time with his family, he enjoys trail running, full marathons, and ultramarathons. His running goal is to complete a full marathon and/or ultramarathon on as many continents as possible and eventually qualify for the Boston Marathon.
CONNECT WITH EDWARD FOR
• Stock and bond Portfolio Management
• Social Security what-if scenarios
• Transparently managing investments and portfolios based on your specific income needs and goals
• Retirement what-if scenarios using Merrill’s Wealth Outlook tool.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. CRPC® and Chartered Retirement Planning Counselor 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.
Arizona State University
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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, 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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.