Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert Robles, CRPC® CIMA® is a Senior Financial Advisor and partner in Barry, Robles, & Associates in Princeton, NJ. Our team oversees and coordinates the financial affairs for a select group of families across the United States, and expatriates abroad.
Many of the clients our team services are self-made, hard-working professionals seeking quality advice, multi-dimensional management, and proactive service. Existing relationships include:
1. banded company executives and their benefits plans - 401(K), stock options, restricted stock, pensions, employee-stock purchase plans, 529 College Savings Plans
2. small businesses especially in automotive
3. medical practices in surgery, radiology, psychiatry, and veterinary arenas
We deliver thorough financial strategies based on the multi-dimensional needs of clients based on their goals. We help with everything from banking and lending, retirement income planning and saving for college to more complex strategies like managing concentrated stock positions, social security strategies, healthcare strategies in retirement, tax-aware investing, and estate planning services.
Our relationship begins with a one-on-one dialogue focused on your goals. Next we examine the total financial picture - at work and home - to design, review, and implement a custom financial strategy based on your unique goals, incorporating personal and company plan assets. Last, we execute, monitor, update, and address your changing needs over the years on a proactive basis to remain relevant as we guide you toward success.
Our team, processes, and compensation are designed to align with your future well-being. We operate with this high-level of service and devotion to give you comfort that we always have your best interests at heart. Our goal is to earn your trust over time and build life-long, multi-generational relationships with you and your family.
Our team employs an endowment investment strategy designed to defend your investment portfolio from down-side risk, while delivering prudent growth to meet your long-term goals.
Experience & Education
Rob joined Merrill Lynch in 2004 and began his career with the Global Research and Economics Group. He has been in practice as a Senior Financial Advisor since 2007. Robert earned his degree from New York University’s Stern School of Business.
Rob has earned the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning. He has also earned the Certified Investment Management Analyst® designation with the Investments & Wealth Institute™.
On a Personal Note
Rob lives in Elmwood Park, New Jersey with his wife Melissa, daughter Everleigh, and Italian Greyhound Kirby. During his down-time, Rob enjoys spending time with family, home-improvement projects, working on custom & antique cars, shooting trap, rock-climbing, running, outdoor adventures, and travel.
Rob is honored to share that his senior partner Jim Barry has been distinguished to have been named to Barron’s Top 1,000 advisors in 2009, 2011, 2013, 2014, 2015.
Jim Barry has also been named to the Financial Times Top 400 Advisors every year since inception (2013, 2014, 2015).
Spanish & English
New York University
University of Pennsylvania - Wharton School of Business
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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, I can help you create a financial strategy that reflects your personality. Only then can I 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.