• Robin Stack

    Registered Associate

As a Registered Associate, Robin partners with our clients to handle the myriad transactional needs that arise on a daily basis. She proactively reaches out to provide appropriate solutions and strives to provide timely, efficient and effective service by helping with account documentation, money movement, IRA distributions and other service-related issues.

Robin joined the team in 2002. She has more than 20 years of experience in the financial industry as well as a thorough understanding of client needs. Robin holds the Series 7, 9, 10 and 66 securities licenses, as well as life and health insurance licenses.

Robin grew up in Canton, Michigan. When she’s not in the office, she enjoys bowling, golfing, traveling and spending time with out-of-state family members.