Robin Thomas

Robin B. Thomas
Wealth Advisor Truist Bank

10500 Little Patuxent Pkwy

Suite 450,

Columbia, MD 21044-3505

About me

Background

As a Wealth Advisor, Robin Thomas helps her clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Using an in-depth financial needs assessment and in partnership with Truist specialists in banking, strategic credit, risk management, investments and trust & estate planning, she develops recommendations tailored to her clients’ needs, priorities and preferences.

Robin maintains her insurance licenses, holds her Certified Divorce Financial Analyst® (CDFA®) professional designation, is a member of the Nationwide Mortgaging Licensing System (NMLS #1211792), and has completed Collaborative Practice Training and is certified as a Financial Neutral.

Registered Representative, Truist Investment Services, Inc., Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
University of Baltimore 2001

Personal Interests

Robin serves as a board member on the Howard Community College’s educational foundation board and for Respite Retreats, a local non-profit providing retreats of respite to cancer patients and their caregivers. Additionally, she's a member of the Columbia-Patuxent Rotary Club and regularly participate in service projects throughout the community.

Specialties

  • 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

Accomplishments

Sterling Performer
BB&T now Truist 2018
Maryland's Top 100 Woman of 2020
The Daily Record 2020
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