BRONZE SPONSOR

About the Sponsor

 As your 'boutique advisor with big firm capabilities', I focus on creating wealth management strategies for domestic and international highly affluent individuals and families, as well as designing investment plans for small businesses and non-profit organizations. 
 
For individuals and families, my goal is to simplify and organize their increasingly complex financial lives through a goals based approach and to serve as a single point of accountability throughout the relationship. One of my areas of focus is to provide global wealth strategies for international customers and permanent residents. 
 
As a German/UK dual citizen with a transatlantic view I serve as an invaluable resource and sounding board to my clients and my network, both on a personal and professional level. 
 
In close collaboration with small businesses and non-profit organizations I develop risk management strategies and deliver asset allocation strategies with prudent investment designs for their cash management, working capital and employee benefit plan needs. 
 
As a professional with over 25 years of financial markets experience, including previous appointments in Chicago, D√ľsseldorf (Germany) and London, I bring extensive knowledge, education and high ethical standards to the table. The depth of my financial¬†experience in combination with the breadth of services offered by Bank of America and Merrill¬†is a very powerful combination that helps bring financial security and confidence into my clients' lives.¬†

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Contact: Robin A. Wells
Financial Advisor / Portfolio Manager

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 Services 

  • ¬†Wealth management and retirement planning for individuals/families¬†
  • Estate and Trust services¬†
  • ¬†Investment advice with a global view as an international permanent resident¬†
  • Support¬†during the transition from an expatriate to a local status¬†
  • Asset allocation and financial strategies as a small business owner/NPO¬†
     
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