Shelly Robinson
Whispering Pines
Summary
Thorough understanding of the financial services and wealth management industry. Essential team leader through organization and efficiently. Eager to improve through continued education and growth.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Principal, Wealth Management Advisor
The Pines Wealth Management
03.2024 - Current
- Developed and implemented administrative processes for efficient operations.
- Cultivated strong relationships with clients through a goals based financial planning process and supporting them through transitional periods.
- Created customized financial plans for clients. Implementing investment, cash flow, and tax planning strategies to meet clients financial goals.
Wealth Management Advisor
Merrill Lynch Wealth Management
08.2018 - 03.2024
- Streamlined administrative processes within the team for improved efficiency in managing client accounts and reporting requirements.
- Conducted routiclient meetings to review, develop and update clients' financial goals.
- Facilitated new client onboarding process and investment account setup.
Client Associate
Merrill Lynch Wealth Management
12.2014 - 08.2018
- Streamlined internal processes for improved efficiency while working closely with team members.
- Developed strong relationships with clients by understanding their individual needs and preferences, tailoring communications accordingly.
- Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services.
Program Director
Mountain Alliance
08.2008 - 02.2014
- Oversaw staff schedules and assignments to handle programming demands.
- Monitored programming schedules, conformance to guidelines and quality.
- Facilitated programming by coordinating resources and deliverables between departments.
Field Instructor
North Carolina Outward Bound School
06.2010 - 08.2013
- Organized field trips and off-site excursions, providing students with unique opportunities for experiential learning in relevant environments.
- Collaborated with fellow instructors to develop consistent teaching approaches, resulting in improved student performance.
- Managed classroom dynamics effectively, addressing conflicts and challenges promptly while maintaining a respectful and inclusive learning atmosphere.
- Continuously updated instructional materials and resources to reflect current best practices, staying abreast of trends within the industry.
Education
Bachelor of Science - Recreation Management
Appalachian State University
Boone, NC05-2010
Certification
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Series 7
- Series 66
Timeline
Principal, Wealth Management Advisor
The Pines Wealth Management
03.2024 - Current
Wealth Management Advisor
Merrill Lynch Wealth Management
08.2018 - 03.2024
Client Associate
Merrill Lynch Wealth Management
12.2014 - 08.2018
Field Instructor
North Carolina Outward Bound School
06.2010 - 08.2013
Program Director
Mountain Alliance
08.2008 - 02.2014
Bachelor of Science - Recreation Management
Appalachian State University
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