Robin Davey Email & Phone Number
CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist @ Equitable Advisors
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Robin Davey Location
- New York, United States
Robin Davey Work
- 2011 -now CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist @
- 2003 -2020 Retirement Planning Specialist @
- 1994 -2001 Regional Controller @ McDonald's Corporation
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 4 emails and 1 mobile phone numbers on RocketReach.
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