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Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Patrick H Millwee

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Toby Burkett

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Sylas B Robinson

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Millwee Burkett Robinson & Associates is a wealth management team based in Little Rock, Arkansas. We help meet the diverse and changing needs of our clients by leveraging our access to the global resources of both Merrill Lynch Wealth Management and the banking convenience of Bank of America – two of the world’s most respected financial institutions- as well as the resources of many external partners. At Millwee Burkett Robinson & Associates, we understand the difficult task of selecting the right advisor for your family or business.  Together we offer over six decades of experience managing the intricacies of personal and corporate wealth. Our nationally recognized professional credentials include CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Investment Management Analyst (CIMA®), and Certified 401(k) Professional (C(k)P®) designations. We feel that few advisors can rival our accreditation.



*Certified Financial Planner Board of Standards, Inc. owns the certification marks 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.
*C(k)P® is a registered trademark of The Retirement Advisor University, Inc.

Philosophy

We believe wealth management involves more than just “running the numbers.” We look beyond our client’s financial statements to discover ways we can help make an invaluable difference in their lives. How we accomplish this is what makes us a very different wealth management team. Other financial advisors boast similar services, yet few offer real evidence of meaningful differentiation. We work continuously to distinguish ourselves in ways that truly matter to our clients.

Capabilities

Years of experience working with clients through multiple market fluctuations have given us insight into how we may best help you pursue your goals. Working collaboratively, we can develop a personalized investment strategy specifically designed to pursue your lifestyle goals, no matter the financial environment. Your objectives, time horizon, liquidity needs, investment style and, perhaps most importantly, your sensitivity to risk will be taken into account. This can help ensure your financial strategy is aligned to what matters most to you.

Approach

Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.

The value of the relationship with you includes:

  • helping you make informed decisions
  • recognizing your life priorities and goals
  • understanding your investment style
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Individual and Family Clients

We believe that true financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, we start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Corporate Clients

Within Merrill Lynch Wealth Management and Bank of America, Toby, and Sylas are included in a select few advisors that serve privately held and publicly traded corporations as Retirement Benefits Consultants. Toby also serves corporate clients as a Defined Contribution Investment Consultant. In these roles, we serve as retirement plan advisors and deliver access to the 3(21) Investment Fiduciary capabilities of Bank of America. When interviewing financial advisors, plan sponsors often ask, “Do you do retirement plans?” Because many of the 300,000 financial advisors nationwide typically work with only one or two retirement plan clients, most advisors satisfy that minimum qualification question. We believe the better question to ask advisors is “How much time do you spend each day serving your current plan clients?” At Millwee Burkett Robinson and Associates, we allocate a majority of our time each and every day helping plan sponsors fulfill their fiduciary obligations, while also helping employees optimize the retirement benefit for their personal financial goals. This daily commitment to plan service is how we make an invaluable difference for our corporate clients. In 2016, Toby Burkett was included among the Financial Times 401 Top Retirement Plan Advisors (Published on September 15, 2016. Rankings based on data as of Dec 31, 2015)**.




*“Bank of America” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, BofA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Merrill Lynch Professional Clearing Corp., all of which are registered broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. BofA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA.


**Source: Financial Times “401 Top Retirement Advisers” list, published on September 15, 2016. Rankings based on data as of Dec 31, 2015.

The Financial Times “401 Top Retirement Plan Advisers” is an independent listing produced by the Financial Times. The FT 401 is
based on data gathered from financial advisers, firms, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s
performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth
in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance
record. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 401. The ranking
or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client
experiences. These rankings or ratings are not indicative of any future performance or investment outcome.


Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.