Robinson Mertilus, CFP®

Director of Financial Planning

Robinson is a Director of Financial Planning and CERTIFIED FINANCIAL PLANNER (CFP®) professional with over 15 years of experience in the financial services industry. After 7 years in commercial banking, he began his financial planning career with Edward Jones as a financial advisor. In 2016, he joined Diversified Trust Company where he worked closely with high net worth individuals and families to deliver comprehensive wealth management solutions, including tailored strategies for preserving and enhancing wealth, and legacy planning. He believes that financial planning is about more than just numbers, it’s about reaching important goals and having confidence about the future.

Outside of work, Robinson enjoys spending time with his wife, Marie, and their two children. In his spare time, he enjoys running, working out, and reading. Originally from Florida, he roots for his alma mater, the FSU Noles.

Education: Florida State University (BS in Finance)

View my professional bio information and my Form ADV Part 2B

"How far you go in life depends on your being tender with the young, compassionate with the aged, sympathetic with the striving, and tolerant of the weak and strong. Because someday in life you will have been all of these." - George Washington Carver

Follow Robinson

Get to know Robinson

Annual tradition of running the Atlanta Peachtree Road Race

Camping fun with family

More outdoor fun with family at a strawberry picking farm

Scouting fun with my son

What's the last book you read?

The Power of Positive Thinking by Norman Vincent Peale

What are you currently watching on Netflix?

The Office while it’s still on Netflix

What's the coolest thing you're working on right now?

Learning to play piano. It’s still early, but I’m seeing progress.

What's your favorite movie?

Back to the Future