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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  • Seeking Balance in a Mutual Fund

    Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.