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Merrill Lynch Financial Advisor: Judd McRoberts

Professional Profile

Professional, talented, with an endearing personality, Judd McRoberts has been with Merrill Lynch since 2012. He focuses on the diverse wealth management services by providing customized financial strategies, creating a powerful and lasting relationship. McRoberts’ values the client relationship and believes in empowerment and education.

Judd McRoberts is a financial services professional that focuses on individual retirement planning, estate planning services, and trust account services. Pre retirement and post retirement services are necessary to develop the proper strategy regarding social security, cash flow timing, asset allocations, and client goals. Judd McRoberts leverages the complete breadth of Merrill Lynch and Bank of America N.A., by utilizing the vast array of service specialists and lending capabilities. The implementation of these resources creates a durable and concise wealth management strategy.
An Albuquerque native, Judd McRoberts enjoys the outdoors. Before joining Merrill Lynch he worked as a professional white water raft guide while earning his degree in business in Durango, Colorado. This white water experience helped him understand the value of proper equipment, planning and execution when the stakes are high, teaching him to maintain a level head when the waters are precarious. These principles have been transformed into his wealth management service model.


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