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Colby R

Series 63, Series 65

Nashville, TN

UBS Financial Services

Colby Robbins is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in wealth management as an intern in 2006 and has been serving clients since moving to Nashville in 2008. Colby specializes in providing family office style wealth management services for clients with complex financial needs, particularly those with assets of $10 million and above. His client focus areas include corporate executive services, executive and equity compensation, family wealth management strategies, institutional consulting, liquidity management, portfolio management services, and small business strategies. Colby holds a Bachelor's Degree from the University of Tennessee and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is recognized for offering a coordinated and optimized approach to wealth management that integrates advanced tax planning strategies, institutional-caliber banking and lending structures, goal-driven equity and hedging strategies, and a comprehensive wealth architecture. Outside of his professional work, Colby enjoys basketball, cooking, fishing, golfing, hiking, music, running, skiing, and spending time with his family. He and his wife have two daughters.

Wealth management Retirement income strategy Retirement withdrawal strategies Business ownership considerations Exec comp design Executive Mid-Career Professionals Approaching retirement
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Christopher M

Series 66

Nashville, TN

UBS Financial Services

Christopher Moore is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has previously worked at TBH Advisors, Raise the Roof Academy, Birmingham-Southern College, and Brentwood Middle/High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans and portfolio management to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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