Robin Dobbs, CFP®
Senior Vice President
Robin is a Senior Vice President in our Potomac, MD office. With over 15 years of experience as an advisor, she works closely with high-net-worth and ultra-high net worth families and institutions to help them achieve their financial goals.
Robin uses a customized approach to assist clients with their day-to-day financial needs and overall financial planning while fostering a strong partnership based on trust, confidence, and a high level of service. She firmly believes in her duties as a fiduciary and brings them to all aspects of the client relationship including but not limited to long-term financial planning, investment portfolio construction and implementation, and planning related to taxes, trusts and estates, insurance, and charitable giving.
Robin graduated summa cum laude from the University of Florida with a bachelor’s degree in finance. She has been a CERTIFIED FINANCIAL PLANNER® professional since 2012.
Robin uses a customized approach to assist clients with their day-to-day financial needs and overall financial planning while fostering a strong partnership based on trust, confidence, and a high level of service. She firmly believes in her duties as a fiduciary and brings them to all aspects of the client relationship including but not limited to long-term financial planning, investment portfolio construction and implementation, and planning related to taxes, trusts and estates, insurance, and charitable giving.
Robin graduated summa cum laude from the University of Florida with a bachelor’s degree in finance. She has been a CERTIFIED FINANCIAL PLANNER® professional since 2012.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
