Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robin joined Merrill Lynch Wealth Management in 2012 after working for twenty years as an institutional equity sales trader. She brings a wealth of investment experience to clients whom she serves on a goals based basis. She focuses on understanding clients’ individual and family goals prior to recommending any specific investments and embraces the full resources available at Merrill Lynch Wealth Management, Bank of America and Bank of America Private Bank (formerly US Trust.) She believes that the most successful wealth management strategies look at the big picture.
Robin is a Senior Financial Advisor on David Prockter's team of Merrill advisors and client associates who have over one hundred years of collective investment experience. She assists clients in creating strategies for wealth transfer, retirement and estate planning services, private money management, ESG/Impact Investing implementation and concentrated stock strategies. The clients Robin works closely with are comprised of extended families and individuals, corporate executives, 401(k) Plans and successful business owners who value her comprehensive approach to financial strategies and portfolio management. She works closely with other trusted professionals such as CPA's and Trust and Estate attorneys.
Robin graduated from Colby-Sawyer College with a B.A. in Business Administration and was captain of the lacrosse team. She is also an alumnus of Montclair High School in Montclair, NJ where she played varsity field hockey and lacrosse.
Robin and her husband live in Ridgefield, CT where they raised their two children. She enjoys fine dining experiences, cooking, music, movies, working out, golf, contemporary art, photography and lacrosse.
Colby Sawyer Collge
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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Your advisor is a click away within our site or mobile apps
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.