Robin F. Wolff, LUTCF
Financial Advisor and CEO
Robin, founder and CEO of Robin Wolff & Associates, offers over 26 years of experience in the financial services industry. She has a considerable wealth of knowledge, experience, and determination that she brings to her practice and clients. These skills enable her to create unique and customized plans built around each client’s life situation. It is her desire to empower individuals to take control of their financial decisions and future without fear while they build wealth and security. Robin is passionate about assisting her clients and puts her heart and soul into developing financial plans designed to help them live the life they desire. Robin’s dedication is portrayed through her daily interactions with clients and educational financial workshops she presents in her community. She is an active member of the Financial Planning Association (FPA), Organization of Women in International Trade (OWIT), and the National Association of Women Business Owners (NAWBO). Robin has earned the Life Underwriter Training Council Fellow (LUTCF) designation. She currently holds FINRA Series 6, 7, 63, and 65 licenses in addition to numerous insurance licenses. As a long-time resident of Florida, Robin enjoys traveling to her second home in Tennessee to visit family, reading, gardening, horseback riding, and playing golf.
Kathy Gregory
Director of Operations and Compliance
As the Director of Operations and Compliance at Robin Wolff & Associates, Kathy works diligently to ensure exceptional client care and service is achieved, and stays informed on regulatory information to help keep the firm compliant. She is a key go-to person within the firm, and takes pride in facilitating the daily operations of the office. Kathy strives to understand clients’ needs and exceed their expectations, while working attentively to simplify, organize, and align daily activities, while offering full back office support.Kathy earned a Bachelor of Science degree from George Mason University in 1980. After graduation, Kathy and her mother started an interior design company in Virginia, which they managed for 20 years. When her mother retired, Kathy relocated to Florida to begin her insurance career. She entered the financial industry, and now offers over 15 years of experience, currently holding her 220 and 215 insurance licenses.
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Life, Health, Wealth, Empower™
7950 NW 53rd Street - Suite 337 - Miami, Florida 33166 || 5545 Newport Highway- Greeneville, Tennesse 37743 || P: 305-274-3440 -- E: info@robinwolff.com
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Investment Advisor Representative through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Robin Wolff & Associates is not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of FL, OH, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.
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