Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Robert Robles III

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

James R Barry

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014
Published on February 24, 2014. Rankings based on data as of September 30, 2013.

Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2013
Published on February 18, 2013. Rankings based on data as of September 30, 2012.

Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2011
Published on February 21, 2011. Rankings based on data as of September 30, 2010.

Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2009
Published on February 9, 2009. Rankings based on data as of September 30, 2008.

Profile

Named to the Forbes “Best in State Top Next-Generation Wealth Advisors” list in 2022 (Published on August 3, 2022. Rankings based on data as of March 31, 2022).*

Robert Robles, CPWA® CIMA® CRPC 
is a Wealth Management Advisor and partner in Barry, Robles, & Associates in Frisco, TX.  Rob and his team oversee and coordinate the financial affairs for a select group of families across the United States, and expatriates abroad.

We service hard-working professionals and families seeking quality advice, objective guidance, multi-dimensional management, and proactive service.  Most clients are:
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 in service and product sales
3. medical practices in dentistry, surgery, radiology, psychiatry, and veterinary arenas

Rob & his team deliver thoughtful, thorough financial strategies based on your unique and multifaceted needs, goals, and circumstances.  We help with everything from simple banking and mortgages, to retirement income planning and saving for college, to more complex strategies like managing concentrated stock positions, social security strategies, healthcare strategies in retirement, tax minimization strategies, and estate planning services.

Our relationship begins with a one-on-one conversation via an interview focused on you and your needs.  Empowered with your unique goals and circumstances, we design, review, and implement a custom action plan based on your unique goals, incorporating personal and company plan assets.  Last, we execute with you, track, update, and address your changing needs over the years on a proactive basis to remain relevant as we Sherpa you toward success. 
 
"Always do what's in the client's best interest," is our guiding light.  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 a proprietary financial strategy designed to be easy to understand and under your control while allowing us to defend your investment portfolio from down-side risk and losses, while delivering prudent growth to help meet your long-term goals.  This strategy focuses on compounded returns and preserving and growing your wealth for long-term success.

Rob is also the Resident Director at the Galleria Office of Dallas, TX adjacent to the Galleria Mall.  There, he acts as the "pros pro" dissecting the professional practices of the advisors and staff in his office to help them unlock and realize their full potential.  His goal is to clear their paths, unlock capacity through people and process, so they can assist as many relationships as possible to gain success while balancing their roles as business owners and professional practitioners.

 
Experience & Education
Rob joined Merrill Lynch Wealth Management in 2004 and began his career with the Global Research and Economics Group. He has been in practice as a Wealth Management Advisor since 2007.  Robert earned his degree from New York University’s Stern School of Business. 
 
He has also earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™.  Rob has earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp.  


On a Personal Note
Rob lives in McKinney, TX with his wife Melissa, kids Evy & Logan, and Italian Greyhound Kirby. Rob spends his free time with his family, shooting trap & sporting clays, feeding his passion for cars, training for Spartan and Tough Mudder Races, home-improvement projects, and travel.

*Lending Services are through Bank of America, N.A. (NMLS# 580077) 

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors
born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and
are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person
interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on
the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome
and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors
choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past
performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement
on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

  • LANGUAGES

    English

  • EDUCATION

    University of Pennsylvania - Wharton School of Business

    New York University - Stern School of Business

    University of California - Berkeley

Professional Staff

Supported by the global resources of Merrill, my 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Jeff A Frank

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #620217

Tabitha Namuli

Wealth Management Banking Specialist

Merrill

Jocelyn T Smith

Retirement Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

Helping you pursue your goals starts with getting to know you and your family. We will work together to create a financial strategy that reflects your investment style and is built around your life plan. My planning process can help you identify and prioritize your personal and professional financial goals, including education funding and retirement lifestyle. Potential strategies are offered to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. I help you understand fees and expenses associated with your accounts.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

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

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      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.

      Adjusting your investment approach as your life and the markets change.

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