PROFESSIONAL PROFILE
Robin joined Merrill Lynch in 1990 and has been helping clients build and preserve their wealth in the Financial Services Industry since 1983. She specializes in providing tailored solutions for the complex lives of business owners, corporate executives, and individuals. Her goal is to make her clients more successful by leveraging her extensive experience and the vast resources of Merrill Lynch. Robin examines your total picture and is able to provide a clear plan for your financial future. She utilizes traditional and unique planning processes which help to analyze various outcomes through the cycles of life. In addition, Robin will offer to work with your other advisors to assure that your financial team works together toward your goals.
Robin provides relationship focused service, consisting of regularly scheduled discussions centered around her client’s progress as well as a variety of topics that affect their lives. As a Certified Investment Management Analyst CIMA®, a Certified Financial Planner CFP®, and a Chartered Retirement Plan Counselor CRPC®, Robin is able to offer clients her expertise and a wide variety of services including retirement planning, estate planning, college planning and liability management.
Robin has been quoted in Time magazine in an article on Retirement Planning as well as an article for the Boston Globe. She has taught classes to Merrill Lynch Financial Advisors for eight years and is frequently a guest speaker on various financially related topics. Robin is on the Program Committee for the Life Planning Network, Advisory Board for the Center for Women and Enterprise, Advisory Board for Leading Women of SENE and is the Vice President of the Executive Women’s Golf Association, RI Chapter. Robin and her husband, who is a Firefighter, live in southeastern Massachusetts and are very active in their church.
Her assistant Karen Parascandolo, the Administrative expert for the team, began her career in the financial services industry in 1990. She is a Certified Financial Manager CFM with an exceptional ability to assist clients with their service and investment needs. Karen enjoys living in Rhode Island with her husband and daughter.