About

Robin joined Suncoast Equity Management in 2022. She has a long-standing career in the financial services arena with over 30 years of well-rounded experience. Robin specializes in providing comprehensive wealth management services and developing deeply personal client relationships helping high net worth individuals, families, foundations and nonprofits preserve and grow their wealth. Prior to joining SEM Robin served for 8 years as Executive Vice President of Wealth Services at The Sanibel Captiva Trust Company, as a Certified Wealth Strategist at Regions Bank and as a Private Banker at Fifth Third Bank. In these roles Robin established herself as a top performer both in new business development, and client retention which resulted in being recognized multiple years as a “Chairman’s Club” award recipient. Robin is a resident of Sanibel Island and enjoys being involved in the community. She is a member of Sanibel Captiva Business Women’s Association, Sanibel Captiva Rotary and volunteers for SanCap Cares Golisano Children’s Hospital Fundraising Committee and the Sanibel Captiva Conservation Foundation. Robin has served on boards for the Captiva Historical Society, Gulf Care Inc. retirement community, and The Cape Coral Community Foundation. Robin was recognized as the American Business Women’s Association “Sanibel Captiva American Business Woman of the Year” in 2013 and is a graduate of the “Leadership Cape Coral” program. Robin has continuously sought out educational opportunities to better serve her clients. Robin completed the ABA’s Graduate School of Banking program the University of Florida in 1999, followed by earning the CERTIFIED WEALTH STRATEGIST™ (CWS®) certification in 2013, and the CERTIFIED TRUST FIDUCIARY ADVISOR™ (CTFA®) certification in 2022. Robin holds a (Series 65) Investment Advisor Representative license and previously held a Florida Insurance license, the General Securities Representative (Series 7) license, and the Uniform Securities Agent (Series 63) license.