Wealth Management Since 1971

SHERI ROBINSON

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SHERI ROBINSON

CPA, CFP®, AEP®

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

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