Carol Robinson

Carol began her journey in financial services in 2015 with Cambridge Investment Research, gaining experience in compliance supervision, administration, marketing, wealth-building strategies, and specialized investing techniques. As a core member of the Private Client Solutions team, Carol was instrumental in developing and delivering a suite of concierge-level offerings for high-net-worth client cases. 

In her most recent role, she provided consultative support on trusts and philanthropic giving strategies. She brings over 20 years of experience in client-centered, service-based professional roles, including 3+ years in management.  

Carol holds the Series 7, 24, and 66 licenses. She obtained a Bachelor of Arts in Psychology from Trinity Western University, British Columbia. Carol began her early career providing services for adults with disabilities.  Her unique background in psychology, nonprofits, and teaching wealth-building strategies to others fuels her vision to directly help people define and achieve their lifetime and legacy goals.  In her free time, she enjoys spending time with her family, entertaining, being active outdoors, and pursuing creative endeavors.

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