EPISODE · May 12, 2022 · 59 MIN
Liberated: Why a 25-Year Merrill Vet Managing $450mm Opted to Break Away and Build His Own Firm
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
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.
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Liberated: Why a 25-Year Merrill Vet Managing $450mm Opted to Break Away and Build His Own Firm
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