Investment Advisor Representative
Robinson Martin joined Advocacy Wealth Management as an Investment Advisor Representative in December of 2018. Prior to Joining Advocacy, Robinson has a long history as an Investment Advisor. His 20-plus year work history includes 9 firms, all in the financial industry. At Charles Schwab & Company, Robinson served as an Investment Advisor for ten years and managed over $400 million in client assets. His roles involved giving specific investment portfolio advice to clients and making recommendations to improve their overall financial situation with retirement planning, estate planning, and mortgage products.
In May 2010, Robinson Martin was featured in the Bloomberg Businessweek cover article Chuck Schwab Is Worried About the Small Investors. Should We Worry Too? Robinson's experience with banks such as SunTrust Investment Services and PNC Investments afford him the experience in dealing with clients of all asset and experience levels. He holds a Georgia insurance license, Series 7, Series 24 & 8 Securities Principal license.
The son of a New York City plumber, Robinson was born and raised in Brooklyn before moving to Atlanta, Georgia in 1997. Robinson has a personal interest in clients with special needs. Being a father of a daughter with special needs who has passed, he is sensitive to the feeling and needs involved in dealing with change due to a personal loss. His children now include a son, Jalen, and a 140-pound Rottweiler, Duke. Robinson is a member of Fulton County Neighborhood Planning Unit, which votes on city building projects and zoning changes in the City of Atlanta. He is also a member of Brown Mills Golf course in Atlanta. Robinson’s hobbies include golf, basketball, boxing, shooting pool and trying to keep up with an active 16-year-old son.
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
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