Maggie Robinson

Maggie L. Robinson, CFA®
Senior Vice President Investment Manager

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

Maggie.robinson@truist.com

Phone 404-813-6856

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About me

Background

Maggie Robinson is an Investment Manager with Truist Wealth.  Her job is to build and maintain an investment portfolio that can achieve a client’s long-term goals.  Maggie believes it is essential to focus on the long-term, diversify, and be transparent.  She strives to build trusted relationships by simplifying the complex.
     
Prior to Truist, Maggie worked at Goldman Sachs in the Investment Management Division, serving as a financial advisor.  Her team delivered comprehensive wealth and investment strategies to high-net-worth families.

Maggie began her career in 2006 in New York City within the capital markets division of SunTrust Robinson Humphrey.  As an institutional equity research analyst, she performed financial statement analysis and fundamental research on publicly traded Medical Device stocks.  Maggie is a Chartered Financial Analyst® (CFA®) charter holder.     

Investment Adviser Representative, Truist Advisory Services, Inc.

Education

Psychology
Wake Forest University 2005
Master of Business Administration
Georgia Tech’s Scheller College of Business 2016

Personal Interests

One of Maggie’s passions is financial literacy especially for under-resourced populations.  She serves on the board of the ASFIP Foundation, an outreach effort working to help the Atlanta community thrive by providing financial education.  She also serves on the Georgia Tech Scheller College of Business Advisory Board.

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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