P. Robinson Email & Phone Number
Retirement Plan Consultant @ CapSouth Wealth Management
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P. Robinson Location
- Atlanta, GA, US
P. Robinson Work
- 2026 -now Retirement Plan Consultant @
- 2024 -now Director of Advance Planning @
- 2011 -2025 Advanced Planning Director - Senior Wealth Advisor @
- 2010 -2011 Retirement Income Solutions Consultant | CPA | Retirement Planning | Insurance | Financial Planning @ Robinson Advisory Group, LLC
- 1991 -2011 CPA | IRA Specialist | Retirement Planning | Tax and Estate Planning | Financial Planning @ Robinson, Whaley, Hammonds & Allison, PC
- 1980 -1991 Vice President | Treasurer | CPA | Financial Advisor | Financial Planning @ J&J, Inc.
- 1977 -1980 Certified Public Accountant | CPA | Retirement and Estate Tax Planning | Financial Planning @ Lewis Robinson & Co., PC
- 1969 -1977 Certified Public Accountant (CPA) | Financial Advisor | Financial Planning @ Greenway, Robinson & Smith, PC
- 1966 -1969 Vice President and Treasurer | Financial Advisor | Financial Planning @ Marble Products Company of Georgia, Inc.
P. Robinson Education
- Georgia State University
BBA (Accounting)
1960-1965 - Georgia Institute of Technology
2 yrs (Industrial Management)
1958-1960
P. Robinson Skills
- Social Security
- Estate Advisor
- Retirement Income
- Tax Planning
- Retirement Planning
- Strategic Financial Planning
- Management Consulting
- Estate Planning
- Fixed Annuities
- Financial Services
- Retirement
- IRAs
- Insurance
- Financial Reporting
- Accounting
- Litigation Support
- Financial Planning
- Retirement Plan Consulting
- Wealth Advisor
- CPA
- Microsoft Outlook
- Task Management
- Time Management
- Strategic Planning
- Security
- Leadership
- Marble
- Project Management
- Social Media
- Business Development
- Planning
P. Robinson Summary
- P. Robinson, based in Atlanta, GA, US, is currently a Retirement Plan Consultant at CapSouth Wealth Management. P. Robinson brings experience from previous roles at CapSouth Wealth Management, Robinson Advisory Group, LLC and Robinson, Whaley, Hammonds & Allison, PC. P. Robinson holds a 1960 - 1965 BBA in Accounting @ Georgia State University. With a robust skill set that includes Social Security, Estate Advisor, Retirement Income, Tax Planning, Retirement Planning and more. P. Robinson has 3 emails and 2 mobile phone numbers on RocketReach.
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Top CapSouth Wealth Management Employees
P. Robinson
Retirement Plan Consultant
Atlanta, GA, US
Patrick Malloy
Wealth Advisor
Atlanta, GA, US
Anthony McCallister
Corporate 401(k) Advisor
Dothan, AL, US
Amy Kennedy
Marketing and Recruiting Director
Headland, AL, US
Donald Bolden
President
Dothan, AL, US
Jennifer Fensley
President and Wealth Advisor
Huntersville, NC, US
Meredith Agan
Director Of Operations
Ozark, AL, US
Peter Ramsey
Investment Analyst Associate
Dothan, AL, US
Katherine Garman
Client Associate
McDonough, GA, US
Robert Stone
Client Service Associate
Dothan, AL, US
Michael Holt
Relationship Manager
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Donald Bolden
Chief Executive Officer
Dothan, AL, US
Scott McDowall
Wealth Advisor
Blairsville, GA, US
Dean Galloway
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Annie Hall
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Christopher Kelly
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