Robyn joined our firm in 2023. As a financial advisor, she helps individuals, couples and families through comprehensive financial planning, and recommending products and services to help them pursue their goals
Robyn graduated from the University of Maryland with a degree in Business and Psychology. She holds the following Securities Industry licenses:
SIE - Securities Industry Essentials Examination
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Series 7 - General Securities Representative Examination
Series 63 - Uniform Securities Agent State Law Examination
Series 65 - Uniform Investment Adviser Law Examination