Robin is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
What do you enjoy most about working at Modera?
Building relationships with our clients and getting to know them better.
When you’re not working you’re…?
Spending time with family, dog, and friends; enjoying the outdoors and local waterways.
Where did you grow up? Where do you live now?
I’m originally from Pinellas County, FL, but most of my childhood was spent here in Citrus County where I now reside.
What’s a destination in the world that you aspire to visit?
Italy.
College of Central Florida
St. Leo University
