Merry P. Robinson

The Client Experience

My commitment is to provide more than financial advice. I strive to serve as a long\-term partner and trusted resource who helps simplify complex decisions, identify opportunities, and bring clarity to every stage of your financial journey. Yourwealthshouldsupportyourgoals,yourfamily,andyourlegacy.Myroleistohelpyounavigatethatjourneywithconfidence.

My Approach

Building wealth is rarely the result of a single investment decision. It is the outcome of thoughtful planning, disciplined execution, and a strategy that evolves as life changes. My approach is centered on helping affluent individuals, families, entrepreneurs, and business owners create, preserve, and transfer wealth with purpose. **1. Understand What Matters Most** Every relationship begins with a conversation. Before discussing investments, I focus on understanding your goals, values, family dynamics, business interests, and long\-term vision. By taking the time to understand what is most important to you, I can help create a strategy that aligns your wealth with your life's priorities. **2. Create a Comprehensive Strategy** Wealth management extends beyond portfolio performance. I work with clients to coordinate the many aspects of their financial lives, including: * Investment and portfolio management * Retirement planning * Tax\-efficient wealth strategies * Business succession planning * Cash flow and liquidity management * Estate and legacy planning considerations * Education and family wealth planning * Risk management and asset preservation My goal is to help ensure every financial decision supports your broader objectives. **3. Implement with Discipline** Successful wealth creation requires consistency and a long\-term perspective. Together, we establish a strategy designed to pursue growth while managing risk and maintaining flexibility as opportunities and market conditions change. **4. Monitor and Adapt** Life changes. Markets change. Goals evolve. I provide ongoing guidance through regular reviews and proactive communication to help ensure your financial strategy remains aligned with your current circumstances and future aspirations. As your family grows, your business evolves, or new opportunities arise, we adjust accordingly. **5. Preserve and Transfer Wealth** For many successful individuals and families, creating wealth is only part of the journey. Preserving that wealth and preparing future generations is equally important. I help clients think strategically about legacy planning, charitable giving, succession planning, and ways to create a lasting impact for the people and causes they care about most.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition