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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
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.
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.
English
University of Pennsylvania - Wharton School of Business
New York University - Stern School of Business
University of California - Berkeley
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #620217
Wealth Management Banking Specialist
Merrill
Retirement Specialist
Bank of America, N.A.
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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®
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