Daniel Judd McRoberts

About Daniel Judd McRoberts

Advises clients on financial plans using knowledge of tax and investment strategies…

Experience

1. Financial Advisor Wealth Management

   Merrill Lynch

   Mar 2012 — Present · Albuquerque, NM, US

   Strategic Financial PracticeProfessional, talented, with an endearing personality, Judd McRoberts has been with Merrill Lynch since 2012. He specializes on the diverse wealth management services required of his clientele by providing unique customized financial strategies, creating a powerful and lasting relationship. McRoberts’ values the client relationship and believes in empowering and educating his clients. Judd McRoberts is a financial services professional that focuses on individual retirement planning, estate planning services, and trust account services. Core services include 401K rollovers, strategic investment allocations with considerations of future cash flow needs. 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 by utilizing the vast array of service specialists and lending capabilities. The implementation of these resources creates a durable and concise wealth management strategy. Estate planning services and succession planning to benefit heirs or charities can be overwhelming for all parties involved but Judd McRoberts uses a proved and tested processes to implement a holistic and taxed advantaged strategy for the transfer of assets according to the wishes of his clientele.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 practice enabling him to guide his clientele through their financial life.

Skills

• Trust Management
• Alternative Investments
• Asset Allocation
• Holistic Wealth Outlook
• Foundation Management
• Wealth Management
• Business Strategy
• Endowment Management
• Portfolio Management
• Goals Based Wealth Management
• Cash Flow