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Big news — Introducing WG’s New Advisor!

Big news — Introducing WG’s New Advisor!

August 21, 2020
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Please join us in congratulating Robyn Wolcott who is officially Warner Group’s newest LPL Investment Advisor Representative! Robyn came on board with Warner Group in late March and has spent the summer working through her regulatory exams to become a licensed representative. We are so proud of her focus and determination.

“I had fantastic support from James, Director of Client Services Emily, and Client Service Associate Rachael in our office as they allowed me time to study while also teaching me the inner workings at Warner Group,” says Robyn. “I can’t express how happy I am to now be able to start working directly with people who want someone in their corner to help them navigate their finances and future planning. It’s what I’ve been training for!”

“We continue to grow our financial client advisory team and Robyn is the perfect addition to help. I know our clients will love her!” says James.

James Warner and Robyn Wolcott are available for meetings virtually, over the phone, or through socially-distanced visits based on your personal comfort level. To schedule a time to meet, please call Robyn at 203-929-2727 or email 
robyn.wolcott@lpl.com. We look forward to helping you.