SHERI ROBINSON
CFP®, AEP®, CPA (RETIRED)
MANAGING DIRECTOR
SENIOR WEALTH ADVISOR
- Serves as Wealth Advisor Team Lead
- Graduate, University of Alabama at Birmingham – B.S., Accounting
- 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
- Board Member/Executive Committee, University of Alabama at Birmingham National Alumni Society