Senior Vice President-Wealth Management
Wealth Management Advisor
Robert joined Merrill Lynch in 1994. He specializes in investments and planning for high net worth families and individuals. Robert is a Portfolio Manager in the Merrill Lynch Personal Investment Advisory ® program. Robert and his team currently oversee more than $680 million in client assets as of 12/2013. A Graduate of the University of Texas at Austin School of Communications in 1984.
Robert and his wife Laura have three children. He is currently serving on the Lake Travis ISD Board of Trustees in Austin ,Tx.
Registered Client Associate
Katherine graduated in 1999 with a Marketing degree from Texas A&M University. After a career in sales, she began working in the financial industry in 2005. Katherine joined Merrill Lynch in February 2013. She is primarily responsible for handling operations, account maintenance, and providing exceptional client service.
Katherine and her husband, Zach, live in Cedar Park with their young daughter. In her spare time she likes to travel, scuba dive, bake, and spend time with her family and friends.
Cristina joined Merrill Lynch in April 2014. Prior to joining the team she began her career at Bank of America in 2005 where she worked for over 8 years. During her tenure, she obtained a dual degree in Business Administration and Accounting. As a Client Associate, she assists in the area of high-level client services with an immense focus on their overall satisfaction. Cristina is an active member of her community and devotes her free time volunteering for Habitat for Humanity, CARITAS of Austin, KAB, Austin Marathon, Coats for Kids, LEAD for Women, and Junior Achievement.
Cristina enjoys the diversity and entertainment that Austin is known for. She frequents the lakes, new restaurants, and live music scene with family and friends.
We follow a disciplined process designed to create, build, and protect wealth. Our four step process is defined below.
1. Establish your objectives
2. Develop an appropriate strategy
3. Implement customized strategies
4. Review progress toward goals