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Steve Roberts, Cfp® Email & Phone Number

Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management
Location: Houston, Texas, United States 1 work role 2 schools
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Current company
Merrill Lynch Wealth Management
Role
Wealth Management Advisor, Managing Director
Location
Houston, Texas, United States
Company size
45157 employees

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Steve Roberts, Cfp® is listed as Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management, a with 45157 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Steve Roberts, Cfp®.

Steve Roberts, Cfp® holds Bachelor'S Degree from University Of Houston.

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Merrill Lynch Wealth Management

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Profile bio

About Steve Roberts, Cfp®

Steve Roberts is a dedicated financial advisor and the founder of Roberts Wealth Management Group, a Houston-based team that focuses on providing customized wealth management services to clients and their families. With over 21 years of experience at Merrill Lynch Wealth Management, Steve is a seasoned advisor in simplifying complex financial situations and delivering tangible value to his clients.As a believer in anticipatory service, Steve and his team are dedicated to providing personalized and sensitive service that is tailored to each client's unique needs, values, and goals. Through consistent processes, clear communication, and exceptional service, Steve's team assists clients and their families in understanding the range of priorities and strategies that may be customized to fit their personal circumstances, including estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income.Steve earned a Bachelor of Business Administration degree with a concentration in finance from the University of Houston and is a CERTIFIED FINANCIAL PLANNER® professional awarded by the Certified Financial Planner Board of Standards Inc. He has directed the advisor training program for both the downtown Houston and Clear Lake Merrill offices.Outside of work, Steve enjoys live music, the beach, weightlifting, fishing, and spending time with his family. He is also an active member of Second Baptist Church and a devoted college football fan. Steve and his wife, Tracy, live in Katy, TX, with their three children, Emily, Jack, and Sarah.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Current workplace

Steve Roberts, Cfp®'s current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Wealth Management Advisor, Managing Director
new york, new york, united states
Website
ml.com
Employees
45157
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1 role

Steve Roberts, Cfp® work experience

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Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

GD Gregory Degraeve Gregory Degraeve Colleague at Merrill Lynch Wealth ManagementBeverly, Massachusetts, United States View → SS Sarpreet Singh Sarpreet Singh Colleague at Merrill Lynch Wealth ManagementToronto, Ontario, Canada View → SC Sandra Conroy Sandra Conroy Colleague at Merrill Lynch Wealth ManagementDenver Metropolitan Area, United States View → VL Vitaliy Levine, Cfp® Vitaliy Levine, Cfp® Colleague at Merrill Lynch Wealth ManagementFort Lauderdale, Florida, United States View → DF Damian Foster, Crpc™ Damian Foster, Crpc™ Colleague at Merrill Lynch Wealth ManagementCamp Hill, Pennsylvania, United States View → AL Alex Loucaides Alex Loucaides Colleague at Merrill Lynch Wealth ManagementLuton, England, United Kingdom View → JV Joann Valle, Crpc™ Joann Valle, Crpc™ Colleague at Merrill Lynch Wealth ManagementNew York City Metropolitan Area, United States View → JT J Tansey J Tansey Colleague at Merrill Lynch Wealth ManagementNew York City Metropolitan Area, United States View → SR S.D.M Raju S.D.M Raju Colleague at Merrill Lynch Wealth ManagementTokyo, Japan View → CS Carrie Schliemann, Crpc® Carrie Schliemann, Crpc® Colleague at Merrill Lynch Wealth ManagementWayzata, Minnesota, United States View →
2 education records

Steve Roberts, Cfp® education

High School Diploma/Ged

Alvin High School
FAQ

Frequently asked questions about Steve Roberts, Cfp®

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What company does Steve Roberts, Cfp® work for?

Steve Roberts, Cfp® works for Merrill Lynch Wealth Management.

What is Steve Roberts, Cfp®'s role at Merrill Lynch Wealth Management?

Steve Roberts, Cfp® is listed as Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management.

Where is Steve Roberts, Cfp® based?

Steve Roberts, Cfp® is based in Houston, Texas, United States while working with Merrill Lynch Wealth Management.

What companies has Steve Roberts, Cfp® worked for?

Steve Roberts, Cfp® has worked for Merrill Lynch Wealth Management.

Who are Steve Roberts, Cfp®'s colleagues at Merrill Lynch Wealth Management?

Steve Roberts, Cfp®'s colleagues at Merrill Lynch Wealth Management include Gregory Degraeve, Sarpreet Singh, Sandra Conroy, Vitaliy Levine, Cfp®, and Damian Foster, Crpc™.

How can I contact Steve Roberts, Cfp®?

You can use AeroLeads to view verified contact signals for Steve Roberts, Cfp® at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Steve Roberts, Cfp® attend?

Steve Roberts, Cfp® holds Bachelor'S Degree from University Of Houston.

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