The Expert Network celebrates its newest member, Barbara Roberts
New York, NY, April 4, 2016 (Newswire.com) - Barbara Roberts, Senior Vice President of Wealth Management, Merrill Lynch, has joined The Expert Network, an invitation only service for distinguished professionals. Roberts has been chosen as a Distinguished Wealth Manager™ based on peer reviews and ratings, numerous recognitions, and accomplishments achieved throughout her career.
Roberts outshines others in her field due to her career longevity, extensive educational background, and numerous awards and recognitions. She began her tenure at Merrill Lynch shortly after graduating from Skidmore College with a Bachelor’s Degree in Biology. With over 15,000 financial advisors and manages over $2.2 trillion dollars in client assets, Merrill Lynch is one of the most reputable Wealth Management institutions in the financial industry. Most recently she became certified as a Chartered Retirement Planning Counselor.
"It really is a passion of mine to help my clients, and specifically to help them develop multi-generational financial plans. Currently, I have grand kids, 29's, trust accounts, and estate planning. Helping families develop that kind of long-sighted vision is important."
Barbara Roberts, CRPC, Senior Vice President of Wealth Management, Merrill Lynch
With over 25 years of experience in wealth management Roberts brings a wealth of knowledge to her industry.
As a thought-leader in her industry, Roberts has developed a reputation as a kind and compassionate financial advisor, offering personalized counseling for each of her clients. At this time, she is most interested in developing relationships with clients focused on creating multi-generational financial plans. She noted:
"It really is a passion of mine to help my clients, and specifically to help them develop multi-generational financial plans. Currently, I have grand kids, 29's, trust accounts, and estate planning. Helping families develop that kind of long-sighted vision is important."
For more information, visit Roberts' profile on the Expert Network here: http://expertnetwork.co/members/barbara-roberts,-crpc/229ab1ac1c5811bb
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The Expert Network has written this news release with approval and/or contributions from Barbara Roberts. The Expert Network is an invitation-only reputation management service that is dedicated to helping professionals stand out, network, and gain a competitive edge. The Expert Network selects a limited number of professionals based on their individual recognitions and history of personal excellence.
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