Douglas M. Robbins, CFP®, CPFA™, RAFA
First Vice President
Wealth Management Advisor
Doug joined Merrill Lynch Wealth Management in Pleasanton, CA in 2013. His focus is on creating wealth management strategies for individuals and businesses to help them pursue their short and long-term financial goals.
Doug believes in an interactive relationship with his clients. Whether it’s an individual’s personal investments or a corporate retirement plan, his process begins by clearly identifying and defining their financial goals and objectives. A customized wealth management strategy is developed using an independent evaluation of alternatives. The strategy is implemented with his direct involvement and attention to detail. Once implemented, the strategy is regularly reviewed and the results measured against the client’s specific financial objectives. Doug’s comprehensive approach to wealth management is designed to help clients achieve their financial goals.
Doug began his career as a Financial Advisor in 1997. Prior to that, he was President/CEO of an international environment services firm. He has managed start-ups, acquisitions and the integration of geographically and culturally diverse organizations.
Doug completed his undergraduate degree at the University Of Michigan College Of Engineering and earned an MBA in Finance from the University of San Francisco. In addition to holding Series 7, 31, 63, and 65 FINRA registrations, he is a licensed Life Insurance Agent. Doug is also a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Plan Fiduciary Advisor, CPFATM designation through the National Association of Plan Advisors (NAPA), as well as the Merrill designation of Retirement Accredited Financial Advisor, RAFA. His advanced training includes portfolio management, employee benefits, insurance, tax minimization and estate planning strategies.
Doug resides in Danville with his wife, Chris. They have been married for over forty years and have two adult sons, both graduates of UCLA.
*Merrill Life Agency's California License Number 0522776
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
