Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Robson & Associates can work with your family to help you simplify your day-to-day financial management and develop a targeted, coordinated investment strategy, to help you leave the legacy you want. The team seeks to understand and prioritize your lifetime goals, and chart a path to help you seek them. Robson & Associates believes in proactive communication and periodic reviews of your financial strategy to take into account any changes in your life, family situation, goals or priorities.
Robson & Associates provides wealth management for some of the country's foremost corporate executives. It offers these highly compensated leaders allocation strategies and investment guidance to help them manage the demands on their resources today, as well as help them prepare for tomorrow.
Making the most of your compensation and benefits
Throughout their careers, many executives face personal financial decisions that can have significant impact on their present income, net worth and future earnings potential. Robson & Associates can analyze and offer recommendations for your present total compensation, including salary, deferred and equity compensation, retirement plans and expected Social Security benefits. Certain team members can also offer you strategic guidance to help you monetize, diversify or hedge concentrated stock positions.
Helping you prepare for your desired retirement
Most clients are interested in allocating income toward retirement, whether that time is on the horizon or some years away. Wherever you are in your career, Robson & Associates can work with you to understand your retirement priorities—where you'll live, what you want to do, and how much you'll need to maintain that lifestyle. Team members can also offer you guidance on retirement income investment strategies that focus on long-term asset preservation and growth potential.
As you get closer to retirement, Robson & Associates can offer income and risk management strategies designed to last your lifetime, taking into account taxes, inflation, health care costs or expenses and other known factors that can impact your assets and income.
Robson & Associates helps entrepreneurs and business owners develop financial management strategies for both their personal and company balance sheets. Because of changes in regulation and the nature of the business cycle itself, team members are often called upon to offer guidance on the financial impact of major business-related activities.
Assessing income and investment opportunities
Robson & Associates seeks to understand your various revenue streams and how you use and invest your income. It can offer recommendations to help you better manage your expenses and look at where you may be overpaying in taxes, fees, interests and other costs. The team can also offer investment strategies aimed at your various goals, whether targeting short-term liquidity or long-term capital appreciation.
Retirement—strategies for qualified plans and for individuals
Craig Robson holds the Merrill Lynch Retirement Benefits Consultant designation, which indicates Craig's skill and acumen in helping business owners make the most of their retirement benefits plans, helping attract and retain the best talent in their industry.
Business owners also rely on Craig and his team for advice and guidance on their company retirement plans and cash management. Craig also offers businesses access to various types of financing and treasury services from Bank of America.
Robson & Associates also works one-on-one with business owners and their families to develop retirement income strategies, taking into account pension plan assets, deferred compensation, equity sale and other liquidity and income tactics.
Evaluating business succession strategies
Many entrepreneurs have the majority of their net worth invested in their companies. This team has significant experience helping these clients monetize their equity when they look to sell or step back from their operations. The team can offer you access to specialists from Bank of America to provide guidance on valuation, sales strategies, equity structuring, financing options and much more. We can also prepare recommendations for investing the proceeds of your business sale.
Merrill Lynch is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” 2014, 2015, 2016, 2017, 2018
Supported by the global resources of Merrill Lynch, our 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer, NMLS #13085
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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, we can help you create a financial strategy that reflects your personality. Only then can we 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.