Tune out the noise: Wealth planning for the year ahead

Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

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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.  

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.


    University of Pennsylvania - Wharton School of Business

    New York University - Stern School of Business

    University of California - Berkeley

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


My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.


It’s important to plan for your financial future, which means getting more than investment advice. I believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. My commitment is centered in helping clients achieve their goals by making their needs and wants a priority. My advice and financial approach are guided by what’s important to you, and our success is defined by your satisfaction over time.


Wealth Management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you and your family. My job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your wealth management approach if and when necessary over time.

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.


We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. I work with you to develop a customized financial approach, drawing on the best thinking of our firm, to help you with your financial future. I will make it clear what you’re paying for and what you’re getting. As your life needs and market conditions change, we can meet to help make sure you’re on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

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.


    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

      We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.


      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.

      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.