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.  


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.