Robinson Mertilus,  CFP®

Robinson Mertilus is a wealth manager for Bluerock Wealth Management. Originally from Florida, he graduated with a degree in finance from Florida State University in Tallahassee, Florida and started his career in commercial banking in Atlanta, Georgia. He transitioned to wealth management because he wanted to concentrate on helping individuals and families reach their most important goals. He’s worked with a wide spectrum of clients, from the mass affluent to the high-net-worth, and he’s found that everyone is looking for top-notch service, actionable advice and a long-term strategy.

“I’m a firm believer that wealth management is a holistic process involving tax and estate planning, cash flow management, retirement planning, insurance, and investments. Clients need to partner with a team to tackle all aspects of the planning process and see how it all works together.”

Robinson lives in Marietta, Georgia with his wife, son and daughter. He enjoys spending time with his family and is active in his kids’ activities, including serving as a Cub Scouts den leader. He is an avid long-distance runner, and he enjoys exercising, reading and learning to play piano.