PROFESSIONAL PROFILE

Robin joined Merrill Lynch in 2007. Her practice focuses on delivering wealth management solutions for businesses and high net worth individuals. Her goal is to assist clients with wealth accumulation and preservation, and identifying wealth transfer strategies employing comprehensive financial planning. This process involves asset allocation, portfolio management, liability management, tax minimization, asset protection, management of concentrated stock positions, and utilization of hedging and liquidity strategies through alternative investments when appropriate.

For the individual investor, Robin's areas of concentration are retirement planning services, special needs trusts services, and simple and complex estate planning services.

With respect to business owners, or businesses in general, Robin works with her internal team to address all stages of the business life cycle - from growth to maturity. This can involve cash management services for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site, succession planning and group benefit plans.

Robin holds both the Chartered Retirement Planning Counselor (CRPC) and Certified Special Needs Advisor (CSNA) designations, and a JD from Pace University School of Law. She is a Board Member of Self Enhancement Inc. (SEI), and a "Keto Pal" for the Children's Cancer Association. In addition, she regularly volunteers for many charitable organizations in her community. Robin is a graduate of the University of Southern California with a Bachelor of Arts Degree, and obtained her Juris Doctorate from Pace University School of Law in New York. She resides in Lake Oswego, Oregon with her daughter Olivia.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com