Robin Lee Marx

Robin Lee Marx, CFA®, CFP®
Managing Director Division Investment Director

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

Robin.Marx@Truist.com

Phone 404-813-7054

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About me

Background

Robin is the Division Investment Director for the South and the Sports and Entertainment Group. She has more than 25 years of experience in wealth management and commercial banking. Robin leads a team of Reserve and Genspring Investment Managers that focus on constructing investment strategies that reflect a client's personal goals, beliefs and dreams for themselves and the next generations of their families.  

In addition to her experience at Truist, Robin had prior experience as a leader at a local Registered Investment Advisory firm, as a CFO of an innovative, growing small business, and as an Investment Manager and Commercial Banker for a large, money center bank. Her experience in commercial banking as a member of a growing small business leadership team provide her with unique insights into the entrepreneurial experience that has helped build wealth for many of our clients.

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

Education

Bachelor of Arts
The University of Richmond
MBA
George Mason University

Personal Interests

Robin serves as the Investment Committee Chair of the Latin American Association, a non profit that supports economic empowerment for the LatinX community in Atlanta, and of the Peachtree Trust, which supports mission projects in Atlanta and across the globe.  She is also a 10-time participant of the Susan G Komen 3-Day for the cure.

Robin resides in Buckhead with her husband and her two sons, when they are home from college.

Specialties

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

  • 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

  • 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

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