About Me

Robin Morrell, CFP®

Financial Advisor

I began my career in the financial services industry in 1983. I am a CERTIFIED FINANCIAL PLANNER™ professional and am Series 24, 7, 63, and 65 licensed. In addition, I am licensed to offer Variable & Whole Life Insurance, Variable & Fixed Annuities, Accident & Health or Sickness Insurance.

I became an independent financial advisor in 2009, which has allowed me to provide products and services from a broader range of providers, without input or pressure from any employer.

Like snowflakes, no two investors are the same. That’s why my clients never get “cookie cutter” portfolio recommendations from me! The investment strategies I create are designed specifically for each individual’s personal needs, objectives, and risk tolerance.

I pride myself on building long-term relationships based on trust, transparency, and a deep understanding of each family’s unique dynamics. For decades, I have been privileged to advise and support multiple generations of families, helping them achieve their financial goals and preserve their wealth for the future.

Unlike many financial professionals, I feel that anyone who seeks financial planning assistance deserves to get it - everyone needs to start somewhere! As such, I have no minimum asset requirement to offer my services.  If you are serious about planning for your future and would be dedicated to implementing an investment strategy, I’m here to help.

In my personal life I have been married to my husband, Glenn, for 40 years. We have two adult children we are very proud of, and four grandchildren we love to the moon and back! Living on a small lake, our favorite pastime is spending quality time lakeside with family and friends, whenever possible.

My hobbies include gardening, boating, and attending music concerts of most all genres.  To stay active, I lap swim, as well as teach water aerobics classes at the Granite YMCA.

I serve my community through other organizations as well: Southern NH Services Thresholds Program and Meals on Wheels seniors’ events being my primary focuses at this time. Much of my charitable giving goes to the American Cancer Society, the American Foundation for Suicide Prevention, the American Heart Association, Granite YMCA, NH Food Bank, Quilts of Valor, and Susan G. Komen. Each of these organizations mean a great deal to me, as their causes have all impacted my life in some way.

Check the background of your financial professional on FINRA's BrokerCheck.

Information regarding the qualifications and requirements to earn and maintain financial professional designations can be found here:

Certified Financial Planner (CFP):  https://www.cfp.net/get-certified/certification-process