May 12, 2022
Liberated: Why a 25-Year Merrill Vet Managing $450mm Opted to Break Away and Build His Own Firm
The Diamond Podcast for Financial AdvisorsAbout this episode
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.