Robert Robles, CPWA® CIMA® CRPC™ is Resident Director of the Merrill Galleria Office, Wealth Management Advisor and partner in Barry, Robles, & Associates in Dallas, TX.  Rob and his team oversee and coordinate the financial affairs for a select group of families across the United States, and expatriates abroad. We pride ourselves in building deep relationships with the families and companies we service to deliver tailored quality advice, objective guidance, multi-dimensional management, and proactive service.  Typical clients included: 1. company executives and their benefits plans such as 401(K), stock options, restricted stock, pensions, employee-stock purchase plans, 529 College Savings Plans; 2. small businesses in service and product sales; 3. medical practices in general practice, dentistry, surgery, radiology & oncology, psychiatry, and veterinary specialties; and 4.  businesses interested in acquisition, mergers, or sales from $5.0Mn - $500Mn in revenues. Rob & his team deliver detailed, thoughtful, and thorough financial recommendations and appropriate solutions based on your unique and multifaceted needs, goals, and circumstances. We help with everything from-          banking, credit cards, and mortgages-          retirement income planning-          saving for college-          managing concentrated stock positions-          social security strategies-          healthcare strategies in retirement-          sales/mergers/purchases of businesses or practices-          tax minimization strategies, and-          estate planning services. Here is what you should expect from us: -          We will begin our relationship with a one-on-one interview conversation solely focused on you and your needs. -          Next, empowered with the knowledge of those needs, we will custom design, review, and implement an action plan with you. -          Last, we track progress, update needs/goals, and adapt to your changing circumstances over the years on a proactive basis to remain relevant as we Sherpa you toward success.Our philosophy is driven by the mantra of, "Excellence in everything we do, every day."  Everything –  including our team, processes, and compensation – is designed to align with your future well-being.  We operate with this high-level of service and devotion to give you comfort that we always have your best interests at heart.  Our goal is to earn your trust over time and build life-long, multi-generational relationships with you and your family.Our team employs a proprietary financial strategy designed to be easy to understand and empower you to control portfolio direction while simultaneously allowing us to defend your investment portfolio from down-side risk and losses.  Our strategy’s focus is maximizing compounded returns over time while preserving and growing your wealth for long-term success. As Resident Director at the Merrill Galleria Office of Dallas, TX, Rob acts as the "pros pro" dissecting the professional practices of the advisors and staff in his office to help them unlock and realize their full potential.  His goal is to clear their paths, unlock capacity through people and process, so they can assist as many relationships as possible to gain success while balancing their roles as business owners and professional practitioners. Experience & EducationRob joined Merrill Lynch Wealth Management in June 2004 and began his career with the Global Research and Economics Group.  He has been in practice as a Wealth Management Advisor since 2007. Rob earned his degree from New York University’s Stern School of Business.   Rob earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations from the Investments & Wealth Institute™. Rob has earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp.   On a Personal NoteRob resides in McKinney, TX with his wife Melissa, kids Evy & Logan, and Italian Greyhound Kirby.  Rob spends his free time with his family, enjoying clay target sports, auto shows and driving rallies, training for Spartan and Tough Mudder Races, and sailing. *Lending Services are through Bank of America, N.A. (NMLS# 580077)