Your team
The Roberts Group
75 Rockefeller Plz
New York, NY 10019
Let’s Talk Investments: The election, the markets and you
What could the upcoming election mean for the markets and your portfolio?
Help families, their businesses, and entrepreneurs plan for the future, and build inter-generational wealth.
The Roberts Group
75 Rockefeller Plz
New York, NY 10019
Learn more about an advisor's background on
Help families, their businesses, and entrepreneurs plan for the future, and build inter-generational wealth.
Recognition
Barbara Roberts
Managing Director, Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2020-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Meet Our Team
Barbara Roberts,
CRPC™
Managing Director, Managing Director, Wealth Management Advisor
212.284.5912
212.284.5912
Insights
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.