MY MISSION STATEMENT
Advising Quiet Wealth - Investing for Positive Change
Advising Quiet Wealth - Investing for Positive Change
My personal passion led me to explore the concept of Investing for Positive Change. I believe that successful people can use their money to effect the kind of change that we desperately need. As the population of the planet grows, and the strain on our resources increases, we need to support the private sector as it searches for solutions. Governments are unlikely to solve our global problems. But money can … money that is invested wisely, in companies that are creating the kind of international solutions we need.
I have the experience, the knowledge and (crucially) the passion to lead investors who want to make a positive change for their world, their financial lives and their families.
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, ME, NC, NH, NM, NY, OK, PA, RI, SC, TX, UT, VA, VT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
As Branch Office Manager in Portland, ME for 13 years, Robin served on the CEO’s Diversity Advisory Board. With over 25 years at Morgan Stanley, Robin has worked as a Financial Advisor in Boston and Portland. She earned a Bachelor’s degree from Bates College in Mathematics and an MBA from Boston University.
Robin is among a select group of Family Wealth Directors who have training and access to help meet the complex, and often unique, needs of families with wealth. Specialized wealth advisory services include family governance and dynamics, philanthropic services, wealth preservation and investment management.
An inaugural member of the Olympia’s Leaders Advisors, within the Olympia Snowe Women’s Leadership Institute, she mentors high School girls to cultivate their Values, Voice and Vision. Robin is the chair of the American Heart Association’s “Go Red for Women” annual event in Maine. Robin serves on the board of the Maine Women’s Fund and its Investment Committee and is also a board member and past president of Women Standing Together mentoring women entrepreneurs and leaders in Maine. At First Parish Church in Yarmouth, Robin heads the Endowment Committee and serves on the Church Council. Active with Bates College Alumni, Robin acts as a Lead Class Agent, Mount David Society and College Key Member, and on the Portland Bates Network Committee.
Robin worked with Safe Passage supporting education of children living in the Guatemala City garbage dump. With BuildOn, her family built a school in Mali, Africa. She lives in Yarmouth, ME where she enjoys singing, skiing, golf, hiking, biking, kayaking, and other wonders of Maine with her husband Art Bell and their three children: Becca, Geoff, and Chris.
Robin holds a NMLS #1268463, Life & Health Agent, and Series 3, 7, 9, 10, 63, 65. She is a CERTIFIED FINANCIAL PLANNER™, a Family Wealth Director and a Senior Portfolio Manager.
An inaugural member of the Olympia’s Leaders Advisors, within the Olympia Snowe Women’s Leadership Institute, she mentors high School girls to cultivate their Values, Voice and Vision. Robin serves on the board of the Maine Women’s Fund and its Investment Committee. She is also a board member and past president of Women Standing Together mentoring women entrepreneurs and leaders in Maine. At First Parish Church in Yarmouth, Robin heads the Endowment Committee and serves on the Church Council. Active with Bates College Alumni, Robin acts as a Lead Class Agent, Mount David Society Member, and on the Portland Bates Network Committee.
Robin worked with Safe Passage supporting education of children living in the Guatemala City garbage dump. With BuildOn, her family built a school in Mali, Africa.
With decades of experience combined with the unparalleled resources of Morgan Stanley I create a sense of comfort about your ability to meet your financial goals. I will guide you on your journey to and through retirement answering questions such as:
* How should my assets be managed for the best likelihood of meeting my financial goals?
* What is the best way to fund my children’s and grandchildren’s education?
* When can I retire? What will my Retirement Paycheck look like?
* When should I begin taking Social Security?
* How can I ensure that I leave the Legacy that I intend?
* Now that I am on my own, how do I get a handle on my finances?
* Can I align my investments with my values with a focus on Environmental, Social and Governance issues while still investing for my future?
I begin with a process of deep discovery to learn about what is important to you. I then work with you to develop a defined financial plan and implement a disciplined investment process based on the wealth of research from MS. Because my clients are extremely important, I work to consistently deliver a distinguished client service experience.
I focus on sustainable family wealth management working with Families and Business owners who are ready to take care of their financial wellness. I help them realize their dreams and goals with a focus on Investing for positive change, applying ESG considerations of Environmental , Social and Governance.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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