Robin Davey Email & Phone Number
CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist @ Equitable Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Robin Davey Location
- New York, United States
Robin Davey Work
- CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist @ (January 2011 - Present)
- Retirement Planning Specialist @ (August 2003 - January 2020)
- Regional Controller @ McDonald's Corporation (January 1994 - December 2001)
Robin Davey Education
- Siena College
BBA (Accounting)
1977-1979 - State University of New York at Albany
Master's Degree (Accounting (Taxation))
Robin Davey Skills
- Estate Planning
- Financial Advisory
- Executive Benefits Planning
- Wealth Preservation Planning
- Retirement Planning
- Financial Planning
- Financial Advisory Services
- Asset Allocation
- Client Education
- Strategic Financial Planning
- Long Term Care Planning Strategies
- College Planning Strategies
- 401Ks
- Customer Service
- Investment Advisory Services
- Investment Planning
- Insurance Planning
- Ira Distribution Planning
- Estate Planning Strategies
- 529 Plans
- Asset Allocation Strategies
Robin Davey Summary
- Robin Davey, based in New York, United States, is currently a CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist at Equitable Advisors. Robin Davey brings experience from previous roles at AXA Advisors, LLC and McDonald's Corporation. Robin Davey holds a 1977 - 1979 BBA in Accounting @ Siena College. With a robust skill set that includes Estate Planning, Financial Advisory, Executive Benefits Planning, Wealth Preservation Planning, Retirement Planning and more. Robin Davey has 5 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Robin Davey?
Find contact details for 700 million professionals.
Others Named Robin Davey
Robin Davey
CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist
New York, United States
Robin Davey
Director of IT Operations
Leeds, Leeds, United Kingdom
Top Equitable Advisors Employees
Loren Lo
Senior Vice President
Bellevue, WA, US
David Karr
Chairman of Equitable Advisors
New York, NY, US
James Mellin
President, Advice and Wealth Management
New York, NY, US
Will Tsai
Chief Operating Officer
Madison, WI, US
Michael Goldberg
Senior Vice President, Southeast Complex
Boca Raton, FL, US
Jim Gibbs
Regional Vice President
Springfield, IL, US
John Brennan
Vice President
Bala Cynwyd, PA, US
Joel Cochran
Vice President, Red River Complex
Dallas, TX, US
Steven Deer
Chief Operating Officer, Central Complex
Deerfield, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co