Investment Advisor Representative
Robyn Wolcott is a Warner Group LPL Investment Advisor Representative who offers attention to detail and a strong focus on relationships and collaboration as she helps clients plan for their current and future lives. She holds her Series 7 & Series 66 registration with LPL Financial.
I am so happy to be working with James. Trust is the most important asset (a term not used lightly in the financial world!) in a financial advisor, so it is equally important to me to work with someone I’ve trusted for decades. My goal is to help people reach their goals whether that includes 529 plans to help their kids get higher education, to retire when they want, and so much more. So many people don’t plan because they don’t have the time or knowledge. I hope to demystify some of the financial language so clients can more easily understand and implement a path for the future.
Prior to joining the Warner Group, Robyn’s career was in media which culminated with her role as publisher of a Connecticut shoreline newspaper group founded by our own James Warner and his friend Ryan Duques.
Robyn holds a bachelor’s degree in English from the University of Vermont, has been active on the boards of directors for various local Chambers of Commerce, and is currently treasurer of the Madison Chamber of Commerce. She has been recognized with various awards for her community involvement. Robyn lives on the Connecticut shoreline with her husband and their young daughter.