Sherri Robinson

Sherri Robinson

Paraplanner

 

 

 

 

 

 

 

 

 

 

 

Sherri Robinson, LSA

 

Sherri is a Licensed Service Assistant and Customer Service associate with our office.  She is integral in all aspects of service work and portfolio assistance.  She has been in the financial services industry for 20 plus years and enjoys working with our clients and advisors.

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Newsletters

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.