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In the News

Former Merrill Advisor Forms Wealth Management Firm In Atlanta

Posted by Mindy Diamond

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.”

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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