In this episode of Atlanta Business Radio, Lee Kantor interviews Craig Robson, founding principal of Regent Peak Wealth Advisors. Robson discusses his transition from engineering to wealth management, his 25-year career at Merrill Lynch, and the founding of Regent Peak to better serve clients with complex financial needs. The conversation covers Regent Peak's holistic, collaborative […] The post Avoiding Financial Surprises: The Importance of Proactive Planning and Communication in Wealth Management appeared first on Business RadioX ®.