PROFESSIONAL PROFILE
The Atchison/Fink Group at Merrill Lynch was founded with the goal of delivering the vast resources of one of the world's most prestigious wealth management firms with all of the intimacy and personal service of a boutique. By taking a more holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives. We do everything in our power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach in realizing their dreams.
ROBERT J. FINK, CFP®, ChFC (r) First Vice President-Wealth Management, Senior Financial Advisor
Bob joined Merrill Lynch in 1996 after a 10 year career as an Executive Vice President for a transportation company. Bob received his Bachelor's degree from The University of Southern California and his MBA from St. Mary's College of California. He has used his educational and professional background to develop his financial planning and investment management practice.
SUE M. BADGLEY, Registered Senior Client Associate
Sue is a highly qualified Registered Senior Client Associate who handles all administrative and day-to-day operations with personal care and first class service. Often the first point of contact, she assists clients with a wide breadth of daily needs ranging from establishing client accounts, statement reviews, client account access, to assistance with banking, credit & lending services. Sue joined Merrill Lynch in 1981 & has held numerous operational & administrative positions.
DAVID R. ATCHISON, First Vice President-Wealth Management, Senior Financial Advisor
Dave joined Merrill Lynch as a Financial Advisor in 1984 to establish a career in financial services. Utilizing his professional and educational skills and experiences, he has built a successful financial planning based investment management practice and has held numerous positions in training, development and managerial responsibility for the firm.