Merrill Lynch Financial Advisor Craig Robson Honored

Craig Robson, a financial advisor at Merrill Lynch in Atlanta, was recently recognized on Barron’s “America’s Top 1,200 Financial Advisors: 2015 State-by-State” list.

A graduate of Lehigh University, Craig joined Merrill Lynch in 1994. Craig is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Craig also holds the Certified Investment Management Analyst® (CIMA®) designation awarded by IMCA, taught in conjunction with the Wharton School of Business. Craig’s 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.

Craig and his wife have two children, and they reside in the Vinings community of Atlanta. Craig’s personal interests include ice hockey, swimming, music and coaching youth sports. Craig is also active in both community and volunteer organizations. He currently serves on the Board of Directors for Learning on the Log, a non-profit organization which provides recreational programs that focus on supporting and growing social skills. He previously served on the Corporate Leadership Council for the Fernbank Museum of Natural History and as a Host Committee Member for the Partnership Against Domestic Violence.