59 min

Liberated: Why a 25-Year Merrill Vet Managing $450mm Opted to Break Away and Build His Own Firm Mindy Diamond on Independence: A Podcast for Financial Advisors

    • Careers

On his 25th anniversary with Merrill, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta, GA. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity.

On his 25th anniversary with Merrill, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta, GA. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity.

59 min