Former Merrill Advisor Forms Wealth Management Firm In Atlanta
By Joyce Blay
Former Merrill Lynch wealth manager Craig Robson, who managed $450 million in client assets at the firm’s Atlanta office, is launching Regent Peak Wealth Advisors.
Robson’s independent wealth management firm will be based in Atlanta and will serve high-net-worth and ultra-high-net-worth clients, the company said.
“Leveraging Dynasty’s capabilities will allow us to market ourselves to new opportunities, such as expanding our offerings to corporate executives,” Robson said in a press release. “By offering a more comprehensive range of advisory services, we will expand growth opportunities within our firm.”