Indiana Merchant Banking

Bill Robertson is a Principal for IMBB. Bill started his investment career at UBS PaineWebber in 1998. His focus is assisting customers plan for retirement with an emphasis on distribution strategies once retirement starts. His staff includes a CPA and an MBA. They will consult with your tax advisor and attorney to build a complete plan for you. Bill lives in the Center Grove area with his wife and two sons. He is active within the community, serving on the CGBFL BOD for 7 years.