Background
As a Wealth Advisor with Truist Wealth, Robin Thomas guides her clients through a comprehensive, strategic approach to wealth management with financial planning at its core. She starts with listening to her clients and an in-depth financial needs assessment. Next, she develops recommendations tailored to her clients’ needs, priorities, and preferences leveraging Truist specialists across the enterprise in collaboration with outside advisors. Importantly, Robin is a full partner with her clients in implementation and as their needs change over time.
Robin earned her Bachelor of Science in Finance from the University of Baltimore and holds the Certified Exit Planning Advisor® (CEPA®) professional designation. These associated skills help Robin to be qualified to work with clients navigating a business transition. Additionally, she holds her Certified Divorce Financial Analyst (CDFA®) designation.
Registered Representative, Truist Investment Services, Inc., Investment Advisor Representative, Truist Advisory Services, Inc.
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Personal Interests
Robin serves as a board member for Respite Retreats, a local non-profit which refuels the lives of those living with a cancer diagnosis by providing retreats of respite to cancer patients and their caregivers. Additionally, she's a member of the Columbia-Patuxent Rotary Club and regularly participates in service projects throughout the community. Robin is passionate about providing nutritional support and education to the next generation in Howard County and supports the Howard County Community College’s educational foundation board as well as their Fueling Dragon’s food pantry.
When Robin is not advising clients, or serving her vibrant Howard County community, she enjoys spending time with family and friends. She is a lover of both food and music and can often be found visiting local restaurants or attending live musical performances
