Robin Whitlock, EA, AIF, MT

Chairperson & Investment Adviser Representative

Click here to view or download: Robin Whitlock's ADV2b

Educational Background and Professional Designations:

Post-Secondary Education

  • Accredited Investment Fiduciary designee (AIF®), Center for Fiduciary Studies 2017
  • University of North Carolina – Chapel Hill, NC. Attended 1992-1993. Course of Study: Pre-Pharmacy
  • University of North Carolina – Charlotte, NC. Attended 1995-1997. Course of Study: Biology, Chemistry
  • Strayer University – Charlotte, NC. Graduate 2011. Bachelor of Science Degree: Accounting
  • Boston University – Boston, MA. CFP Board-Registered Program. Certificate of Financial Planning October 2018.
  • Villanova University – Villanova, PA.  Graduate 2021.  Master of Taxation - Charles Widger School of Law, Concentration Estate Planning

Examinations & Licenses:

  • Enrolled Agent- Federally Licensed Practitioner Specializing in Taxation 2017
  • NASAA: Series 65 (Investment Adviser Law) 2010
  • North Carolina Life, Annuity and Health Insurance License also life and annuity licensed in the following non-resident states: AK, AL, AZ, FL, GA, IL, IN, MI, NC, NV, OK, SC, TN, TX, VA, WA and WV.
Phone (239) 593-5525
Fax (239) 593-9731
Mobile Phone (704) 400-8066