Robin Ely

Senior Financial Advisor

360 Hamilton Avenue
White Plains, NY 10601
914.682.5537
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Robin joined Merrill Lynch Wealth Management in 2012 after working for twenty years as an institutional equity sales trader. She brings a wealth of investment experience to clients whom she serves on a goals based basis. She focuses on understanding clients’ individual and family goals prior to recommending any specific investments and embraces the full resources available at Merrill Lynch Wealth Management, Bank of America and Bank of America Private Bank (formerly US Trust.) She believes that the most successful wealth management strategies look at the big picture.

Robin is a Senior Financial Advisor on David Prockter's team of Merrill advisors and client associates who have over one hundred years of collective investment experience. She assists clients in creating strategies for wealth transfer, retirement and estate planning services, private money management, ESG/Impact Investing implementation and concentrated stock strategies.  The clients Robin works closely with are comprised of extended families and individuals, corporate executives, 401(k) Plans and successful business owners who value her comprehensive approach to financial strategies and portfolio management. She works closely with other trusted professionals such as CPA's and Trust and Estate attorneys.

Robin graduated from Colby-Sawyer College with a B.A. in Business Administration and was captain of the lacrosse team. She is also an alumnus of Montclair High School in Montclair, NJ where she played varsity field hockey and lacrosse. 

Robin and her husband live in Ridgefield, CT where they raised their two children. She enjoys fine dining experiences, cooking, music, movies, working out, golf, contemporary art, photography and lacrosse.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn 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
Bank of America, N.A.
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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Robin Ely is registered to do business in AL, AR, AZ, CA, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OR, PA, RI, TX, UT, VA, VT, WI.