Robson & Associates


Robson & Associates

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Everyone on the team works to help you manage your finances by providing you with the knowledge and attentiveness needed to guide you through the inevitable changes that occur in life.

Robson & Associates

Our Approach

Helping you navigate a changing financial world

Working with a select group of high-net-worth families, business owners and executives the process begins with an understanding of your life priorities, risk tolerance, liquidity needs, financial resources, goals, and concerns. It progresses to a wealth management plan designed to help you preserve and grow your assets throughout changing market conditions and as your interests and goals evolve over time.

Knowledge, skill and resources focused on your needs

Life changes, and your investments are intimately connected to evolving levels of care and concern related to work, health, home, family, and retirement. Your needs must be supported by an accessible team of professionals with the knowledge, skill and resources capable of helping you make informed decisions no matter where you are in life. Whether benefiting from more than two decades of experience within the team, investment insights from Merrill Lynch or services and specialists at Bank of America the focus is always the same – helping you with what matters most to you and your family.

A commitment to unparalleled service, wherever life takes you

It may be time for a new approach to the journey ahead – one based on what matters most to you and connects you with the advice, guidance and personal attention you desire along the way. Robson & Associates can assist you along this path, providing the suite of services needed to help you connect to a better financial life. Based in Atlanta, Georgia and serving clients throughout the United States, the team looks forward to the opportunity to serve you.

Helping affluent families organize and refine their wealth outlook

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.

A structure for today: full-service family wealth management

Robson & Associates can offer a tailored array of investments, as well as access to the banking and credit services of Bank of America. Whether you're buying a home, selling a business or paying for college, you'll have a single point of contact to access financial services and specialists around the globe.

Investments — Robson & Associates uses an investment discipline that is rooted in a goals-based approach to wealth management. The team's investment recommendations are designed to help pursue your personal and financial objectives. It can offer investment strategies for everything from highly liquid reserves to college savings to long-term assets for retirement and wealth transfer.

Cash and expense management — These services can help make your daily financial life easier. You can also use Merrill Lynch capabilities to link your various accounts.

Credit and lending through Bank of America — Whatever your needs, Robson & Associates can provide access to Bank of America to help make borrowing easier. Whether you are looking for a new credit card or a new home, you'll have access to various financing options.

A foundation for tomorrow: wealth transfer and estate planning services

Clients with significant assets are understandably interested in tax minimizing strategies to transfer wealth throughout their lifetimes and beyond. Robson & Associates can offer advice and guidance on charitable giving, family partnerships and corporations, and life insurance coverage. Trust services can be accessed through the U.S. Trust, a division of Bank of America. If you wish, the team can also coordinate with your estate planning attorney to help analyze practical transfer strategies for your beneficiaries.

Wealth management designed for the C-suite

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.

Insight for managing entrepreneurial wealth

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.

  • Managing wealth calls for a disciplined strategic focus and a willingness to take the long-term view. Our team works with multiple generations to help families make informed financial decisions now in order to preserve their wealth for the future.Nathan Hoyt, Vice President, Analyst Investments


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.

Craig N Robson

Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” 2014, 2015, 2016, 2017, 2018

Meet Our Team

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.

Additional Resources

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.

Alyson King

Alyson King

Senior Wealth Management Lending Officer, NMLS #13085

Lauren Ann Galvin

Lauren Ann Galvin

Trust Specialist

Your Financial Strategy

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.

Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

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

Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*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.

Let’s Have a Conversation

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.

Why Merrill Lynch?

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.

Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

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.

Adjusting your plan as your life and the markets change.

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