Merrill Lynch Financial Advisor Douglas M. Robbins 4900 Hopyard Road, Pleasanton, CA 94588

e Merrill Lynch Financial Advisor Douglas M. Robbins is located at 4900 Hopyard Road in Pleasanton, California. Douglas M. Robbins, CFP®, CPFA™, RAFA, is a First Vice President and Wealth Management Advisor at Merrill Lynch, with a focus on creating personalized wealth management strategies for individuals and businesses to help them achieve their financial goals. With a background in finance and extensive experience in managing diverse organizations, Doug takes a comprehensive approach to wealth management, including portfolio management, employee benefits, insurance, tax minimization, and estate planning strategies. He is dedicated to building strong client relationships based on trust and personalized service.

Doug believes in an interactive relationship with his clients, starting with clearly identifying and defining their financial goals and objectives. He holds various FINRA registrations and is a licensed Life Insurance Agent, as well as a CERTIFIED FINANCIAL PLANNER certificant and a Certified Plan Fiduciary Advisor. His advanced training and expertise in financial planning make him well-equipped to help clients achieve their financial goals.

Doug resides in Danville with his wife and has two adult sons. He is actively involved in the community and volunteers with local organizations. Through Merrill Lynch Wealth Management, Doug and his team offer personalized financial planning services, including the Merrill Personal Wealth Analysis™, to help clients build and document a personalized plan centered on their goals. They believe in putting clients first and providing guidance and advice to help clients navigate their financial journey. With access to the global resources of Merrill, Doug and his team are committed to helping clients pursue their financial aspirations and achieve long-term success.