Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
G. Robin Wells draws from over 25 years of experience in global financial markets, including appointments in Chicago, Düsseldorf (Germany), London and Greater New York. He is dedicated to providing quality wealth management services to domestic and international private individuals and their families as well as small businesses and non-profit organizations.
For individuals and families, Robin's goal is to simplify and organize their increasingly complex financial lives through a goals based approach and to serve as a single point of accountability throughout the relationship. One of his areas of focus is to provide global investment strategies for international customers and permanent residents. As a German/UK dual citizen with a transatlantic view Robin serves as an invaluable resource to his clients and his network, both on a personal and professional level. As a Certified Divorce Financial Analyst® professional Robin also concentrates his efforts on helping couples and individuals during the painful time of divorce and thereafter.
The bespoke and personalized services include, but are not limited to:
• Retirement, Trust and Estate Planning Services
• Asset Management and asset location/allocation guidelines
• Domestic and global security selection
• Private Equity & Alternative Investment selection*
• Education Planning
• Credit, Lending & Banking services through Bank of America, N.A.
Offering a tailored and customized service Robin operates at the center of his clients’ financial lives with a 360° view of their financial goals and needs. He is committed to providing a dynamic service through regular calls and reviews in order to adapt to changes in the market or his clients’ personal situations. Robin feels that between his personal experience and education and the resources of his organization the developing needs of his clients unlikely outgrow his team's capabilities.
Robin graduated as a double major with honors in Economics & Business and Mathematics from Kalamazoo College, MI, where he also earned a concentration in International Commerce and was a four year soccer player and team captain. He is currently a member of the CFA Societies of Stamford and New York.
With his wife and their three children, Robin resides in New Canaan, CT, where he is an active member of the Newcomers Club and Paddle Tennis Club. In his limited free time Robin also enjoys tennis, hiking and golf.
English, German & French
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Market Linked Investments Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
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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.