Stephen Robinson

Stephen D. Robinson, CIMA®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Robinson Group of Truist Investment Services, Inc.

2001 Ross Ave

27th Floor,

Dallas, TX 75201-2911

About me

Background

Stephen Robinson began his career as a financial advisor in 1985 at Shearson Lehman Brothers. He’s held the position of managing director of investments for a variety of national financial institutions prior to joining Truist’s Private Client Group in 2016.

Stephen also holds the Certified Investment Management Analyst® designation from the Investment Management Consulting Association through the Wharton School of Business at the University of Pennsylvania. Additionally, he also holds the Accredited Investment Fiduciary®  (AIF®) designation.

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

Personal Interests

Stephen holds a bachelor’s degree in business administration from McNeese State University, where he earned a basketball scholarship. Subsequently, Stephen attended Southern Methodist University from which he received a certificate of finance.

Stephen and his wife currently reside in Dallas, TX. He’s an avid golfer and tennis player, and enjoys spending time with his children and grandchildren. He’s also an active member of the First Tee of Greater Dallas (scholarship committee) and a past member of the board of directors at Dallas National Golf Club. 

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

  • 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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