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. These 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 bespoke and personalized 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 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 enjoys hiking and golf.
English, German & French
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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.
Bank of America, N.A.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can 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’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.