Robin Thomas

Robin B. Thomas, CDFA®, CEPA
Senior Vice President Wealth Advisor Truist Bank

10500 Little Patuxent Pkwy

Suite 450,

Columbia, MD 21044-3505

About me


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.
Check the background of this investment professional on FINRA's BrokerCheck


Bachelor of Science in Finance
University of Baltimore 2001

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


  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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


Sterling Performer*
Truist 2018
Performance Award Winner**
Truist 2022
Top Women Wealth Advisors Best-In-State***
Forbes 2023
Best-In-State Wealth Advisors***
Forbes 2023
*The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.

**The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

***Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.
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