SHERI ROBINSON
CPA, CFP®, AEP®
MANAGING DIRECTOR
WEALTH ADVISOR
Industry Experience: 28 years
- Graduate, University of Alabama at Birmingham – B.S., Accounting
- Formerly with BBVA Wealth Solutions, Inc., AmSouth Bank, Charles D. Haines, LLC and The Welch Group
- Currently serves as voting member of L&W’s Client Service and Operations Committee
- Member, Financial Planning Association and has held various leadership positions on the national level, as well as past President of the North Alabama Chapter of the FPA
- Member, National Association of Estate Planners and Councils, Alabama Society of Certified Public Accountants and the Estate Planning Council of Birmingham
- Former board member, Estate Planning Council of Birmingham
- Incoming board member, University of Alabama at Birmingham National Alumni Society