Merrill Lynch Advisors Land in Barron's Magazine

Recently, several Merrill Lynch financial advisors were recognized as Barron’s “America’s Top 1,200 Financial Advisors: 2015 State-by-State” list in Barron’s magazine.

• Craig Robson joined Merrill Lynch in 1994. His focus is working with clients on portfolio construction, concentrated stock and tax-minimization strategies, cash and liability management, lending facilities, qualified and non-qualified retirement plans, trust/estate and philanthropic planning in coordination with external estate attorneys in developing estate plans.

• David Mack is a senior partner of the Global Corporate and Institutional Advisory Services team. He specializes in concentrated stock management, 10b5-1 plans, estate planning in conjunction with estate planning experts, and works with clients to help in the more complex planning strategies.

• Erik Bjerke, wealth management advisor, Global Corporate and Institutional Advisory Services, focuses on strategies and recommendations designed to help high-net-worth individuals and their families meet short- and long-term financial goals, including retirement and estate planning services. His approach to serving clients is consultative and objective, and he and his team serve the needs of clients throughout the United States.