Michelle
Robinson

The Pines Wealth Management, LLC

CRD#6434226
Investment Advisor
in Southern Pines, NC

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About this Advisor

Michelle Robinson is a financial advisor based in Southern Pines, North Carolina, working with The Pines Wealth Management, LLC. Michelle has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Riverjack Outdoor Trading Company, Bank Of America, N.A, The Pines Wealth Management, LLC, and Purshe Kaplan Sterling Investments, Inc. Michelle has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Michelle is part of The Pines Wealth Management, LLC, which operates out of Southern Pines, North Carolina. The firm has 4 employees and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at The Pines Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

104 Bradford Village Court
Southern Pines, NC 28387

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The Pines Wealth Management, LLC Brokerage Details

Total Number of Employees

4

NC Average: 22

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michelle Robinson Work History

2024 - Present (1 year)

The Pines Wealth Management, LLC

2024 - Present (1 year)

Purshe Kaplan Sterling Investments, Inc

2018 - 2024 (6 years)

Bank Of America, N.A

2014 - 2024 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Riverjack Outdoor Trading Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michelle Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Pines Wealth Management, LLC

Colleen O'Donnell
Southern Pines, NC
Michelle Robinson
Southern Pines, NC
Howell Neville
Southern Pines, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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