Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert Robles, CIMA® CRPC® CPWA® is a Wealth Management Advisor and partner in Barry, Robles, & Associates in Frisco, TX. My team oversees and coordinates 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 surgery, radiology, psychiatry, and veterinary arenas
Rob & his team I deliver thorough financial strategies and execution based on your multifaceted needs and goals. 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 dialogue and interview focused on you and your needs. With that information, and your total financial picture - at work and home, we design, review, and implement a custom financial strategy based on your unique goals, incorporating personal and company plan assets. Last, we execute, monitor, update, and address your changing needs over the years on a proactive basis to remain relevant as we Sherpa you toward success.
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 investment 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.
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.
Rob has earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning. He has also earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™.
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 Tough Mudder Races, home-improvement projects, and travel.
New York University - Stern School of Business
University of Pennsylvania - Wharton School of Business
University of California - Berkeley
Our experts examine the forces that are changing the world – and how they may impact your life
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.