Stephen Robinson, CIMA®, AIF®

Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

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 having satisfied all requirements as authorized by the Center for Fiduciary Studies. He is an Adviser Representative for Truist Advisory Services, Inc. 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, pickleballer and tennis player. He 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.