Toby Burkett

Toby joined Merrill Lynch Wealth Management in 2007 after three years as a financial advisor with another firm. Prior to that time he worked for a global Clean Air Act consulting firm. In 2001, he graduated from the University of Arkansas with a B.S. in Chemical Engineering. In 2014, he earned the designation of CERTIFIED FINANCIAL PLANNER^® practitioner. That accomplishment was followed by also earning the nationally recognized CERTIFIED INVESTMENT MANAGEMENT ANALYST^® (CIMA^®) and Certified 401(k) Professional (C(k)P^®) designations.

As a partner in Millwee Burkett Robinson and Associates, Toby feels privileged to serve a select group of individuals and families within our traditional wealth management client segment. Additionally, he has primary and daily responsibility for our corporate retirement plan clients. Within Bank of America and Merrill Lynch Wealth Management, Toby serves as a Retirement Benefits Consultant and Defined Contribution Investment Consultant. In this capacity, he provides access to the 3(21) Investment Fiduciary capabilities of Bank of America and Merrill. In 2016, Toby was named to the Financial Times 401 Retirement Plan Advisors List (Published on September 15, 2016. Rankings based on data as of Dec 31, 2015).


*2016 Financial Times “401 Top Retirement Advisers” list. Opinions provided by the Financial Times and is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. Financial Times rankings are not indicative of future performance and do not guarantee investment or higher level of performance results and not an endorsement of the adviser. Compensation was not received from anyone for the study. All rights reserved.