Robin Wells
Financial Advisor
2 Pine St
New Canaan, CT 06840
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Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. It’s not just about markets and returns, it’s about what matters most to you. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.

G. Robin Wells draws from over 25 years of experience in global financial markets, including appointments in Chicago, Düsseldorf (Germany), London and Greater New York. He is dedicated to providing quality wealth management services to domestic and international private individuals and their families as well as small businesses and non-profit organizations.

For individuals and families, Robin's goal is to simplify and organize their increasingly complex financial lives through a goals based approach and to serve as a single point of accountability throughout the relationship. One of his areas of focus is to provide global investment strategies for international customers and permanent residents. As a German/UK dual citizen with a transatlantic view Robin serves as an invaluable resource to his clients and his network, both on a personal and professional level. As a Certified Divorce Financial Analyst® professional Robin also concentrates his efforts on helping couples and individuals during the painful time of divorce and thereafter.

The bespoke and personalized services include, but are not limited to:

•             Retirement, Trust and Estate Planning Services

•             Asset Management and asset location/allocation guidelines

•             Domestic and global security selection

•             Private Equity & Alternative Investment selection*

•             Education Planning

•             Credit, Lending & Banking services through Bank of America, N.A.

Offering a tailored and customized service Robin operates at the center of his clients’ financial lives with a 360° view of their financial goals and needs. He is committed to providing a dynamic service through regular calls and reviews in order to adapt to changes in the market or his clients’ personal situations. Robin feels that between his personal experience and education and the resources of his organization the developing needs of his clients unlikely outgrow his team's capabilities.

Robin graduated as a double major with honors in Economics & Business and Mathematics from Kalamazoo College, MI, where he also earned a concentration in International Commerce and was a four year soccer player and team captain. He is currently a member of the CFA® Societies of Stamford and New York.

With his wife and their three children, Robin resides in New Canaan, CT, where he is an active member of the Newcomers Club and Paddle Tennis Club. In his limited free time Robin also enjoys tennis, hiking and golf. *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved. *Asset allocation does not ensure a profit or protect against loss in a declining market.

Our global reach
About Me

My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeffrey Wiedmann
Wealth Strategies Advisor
Michael Ferris
Alternative Investments Regional Specialist
Allyssa Dougiello
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
G. Robin Wells is registered to do business in AZ, CA, CT, FL, GA, IL, KY, MA, MI, NJ, NY, OR, PA, SC, TX, WI.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.