Joseph Crockett

Richard Taubman is a Senior Financial Advisor with Merrill Lynch Wealth Management and a veteran member of the Karras Poplin Schroeder Group. He specializes in working with publicly traded corporations to design and manage equity award plans and advises senior executives on managing concentrated and restricted stock holdings. His expertise includes drafting 10b5-1 trading plans and portfolio diversification, supported by more than three decades of experience in wealth management and investing. Beginning his career in 1986 with Morgan Stanley, Richard joined Merrill in 2008, where he holds the designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He earned a Bachelor’s degree from Iowa State University. Richard emphasizes precise administration of Rule 144 compliance and tailors client portfolios to individual objectives, including wealth transfer, risk tolerance, cash-flow needs, time horizons, and philanthropic goals. Richard and his wife reside between the Northern suburbs of Chicago and Prescott, Arizona. They have two adult children. Outside of his professional work, Richard enjoys downhill skiing and is a vintage car collector and racing enthusiast, having competed in events sponsored by the Sports Car Club of America (SCCA) and the International Motor Sports Association (IMSA).

Robert Sturgeon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, and retirement income. Robert focuses on developing personalized financial strategies to help clients pursue their long-term goals and retire comfortably. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Robert earned a High School Diploma from Prescott High School and attended Yavapai College. He is also involved in community service, volunteering with local organizations in line with Merrill’s tradition of community participation. Outside of his professional role, Robert enjoys boating, camping, hunting, traveling, and spending time with his family.