Robert MacKey

Background

About Robert MacKey

Named to the Forbes "Best-in-State Wealth Management Teams" list 2023 and 2024 as a member of the Mackey, Brennan, Shamblin & Associates team.(Published on January 12, 2023. Rankings based on data as of March 31, 2022) Named to Forbes "Best-in-State Wealth Advisors" list in 2018-2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year) Named to Barron's Top 1,200 Financial Advisors in 2015 (Published on February 23, 2015. Rankings based on data as of September 30, 2014) Since joining Merrill Lynch Wealth Management in 1991, I'm fortunate to have been recognized by clients and the Firm for my goals-based wealth management approach. In fact, I'm one of a few select Merrill financial advisors who trains and mentors other advisors around the country. To help meet client definitions of wealth (not industry benchmarks), Mackey, Brennan, Shamblin & Associates works to appreciate clients' fears, hopes, and the lives they envision for themselves and their families. That's where we begin – taking a holistic, goals-based, institutional approach to investing. My goal is to simplify and bring clarity to clients' financial lives. We're also diligent in facilitating meetings with clients' attorneys and CPAs, to align clients' investments with estate planning strategies. For years, we've strived to provide a premier level of knowledge and high caliber service to an affluent clientele in Dallas (my hometown), Houston, and on both coasts – entrepreneurs and business owners, C-suite executives, retirees, widows and families of special needs children and adults. While most clients are focused on careers and families, we want them to understand what they own and why. We also educate the next generation on investments, budgeting, and not overspending. Helping affluent families and business owners enhance their wealth and preserve their lifestyles is a responsibility we've always welcomed. It's rewarding for me to see clients' financial goals fulfilled. My passions running and music. I live in Parker, Texas with my wife Cathy and have three children, Ryan, Lauren and Kyle. We are also actively involved at John Paul II High School in Plano, Texas.