Merrill Lynch

The worst experience I have had with a financial adviser. My fault, I went with personal recommendations from people who have more money than they need. What I got was a lot of glad handing, smiles, and «real concern» about my family and investments. Once they had our money they immediately put it into a pre-​determined sector allocation and let it sit there for a year without doing anything! They got me into oil and Europe right at the beginning of the downturn, and just let it ride down down down. In my self-​managed accounts I made 5% last year and lost 6% with Merrill. They never look at your account after they have your money, unless you are super wealthy. My meager $ 1 million is chump change I guess.

One would hope that Financial Advisers would not have a record of repeated law suits for non-​payment of credit card bills, attorney’s bills, and a mortgage. But that is what you will get with Scott Roberts. Be very careful, do your homework, find out that this man is a liar and don’t trust him with your money.

My dad had his money managed here. When he passed away, it was obvious they had worked with him to make sure everything was completely squared away for my mom… It was executed with great passion and forethought and the result was a seamless transition for mom. This success in investing and compassionate administration is priceless.
I have moved all of my investing and banking here and feel all the better for it. I look forward to a long relationship here. My experiences so far with banking and retirement account management has been top rate.