Robert Robles

About Robert Robles, CPWA® CRPC™ CIMA®
I believe wealth management is first and foremost about relationships—built on trust, personal connection, and a deep understanding of your life.  As a Forbes’ best-in-state recognized Wealth Management Advisor and Resident Director of Merrill’s McKinney office, I partner with people from all walks of life—families, executives, and business owners—to help them simplify and optimize their financial life.  As a partner in Barry, Robles & Associates wealth management practice, my team and I  deliver the attentiveness and care of a family-office environment where every detail of your financial life is coordinated with care.  We take the time to truly understand your goals, values, and concerns, and then surround you with resources and proactive solutions—so you and your family can thrive for generations.

A Relationship-First Approach
·         Every new relationship begins with a thoughtful, one-on-one deep conversation focused solely on you and your individual needs.
·         Together we build customized strategies around your unique family, career, and aspirations—not cookie-cutter solutions.
·         My team and I remain deeply engaged over time, adapting proactively as your life evolves.
·         We lead with trust, honesty, and a commitment to your long-term well-being

What You Can Expect
·         High-touch, personal service. Our clients know they can call us with questions big or small and receive thoughtful guidance.
·         Family-office style care. From coordinating with tax and legal professionals to simplifying financial complexity, we serve as a central point of connection for your financial life.
·         Trust and advocacy. We align our work, processes, and compensation with your best interests—always.  

Our Clients
Our practice serves a diverse community of clients, including:
·         Company executives navigating complex benefit plans and equity compensation.
·         Small businesses and medical practices seeking growth, succession, or sale.
·         Families planning for retirement, education, or multi-generational wealth transfer.
·         Businesses exploring acquisitions, mergers, or sales from $5M to $500M in revenue.

Our Investment Philosophy
My team and I employ a proprietary strategy designed to empower you with clear decision-making while helping protect your portfolio from downside risk. Our focus: preserving and growing wealth through disciplined, long-term compounding.

Leadership at Merrill
As Resident Director of Merrill’s McKinney office, I mentor other advisors and their teams, guiding them to achieve their career goals while maintaining a healthy balance as professionals, family members, and community leaders.  I thrive on empowering my peers and my clients to live their best lives.

Experience & Education
I began my Merrill career in 2004 within the Global Research and Economics Group and have served as a Wealth Management Advisor since 2007.  I hold a degree from NYU Stern School of Business and have earned the following professional designations to increase my knowledge and serve you better:
·         Certified Private Wealth Advisor® (CPWA®)
·         Certified Investment Management Analyst® (CIMA®)
·         Chartered Retirement Planning Counselor™ (CRPC™)

Personal
I live in McKinney, TX with my wife Melissa, children Evy and Logan, and our Italian Greyhound, Kirby.  Outside of work, you can find me spending time with my family, sailing, enjoying clay target sports, car rallies, and Spartan and Tough Mudder races.