Diane S. Robinson

Diane S. Robinson

Vice President, Financial Advisor

Diane has over 35 years of financial services experience. Diane has extensive knowledge of laws, rules, and regulations involving tax deferred savings plans as well as the North Carolina State Retirement program for public school employees.

Diane has worked very extensively with North Carolina School Employees in conducting a variety of different workshops built to address the financial issues that educators face today. Diane began her career in 1985 after teaching elementary education for 33 years.

Diane’s experience as a former state employee has provided her a wealth of valuable insight into the needs and issues that employees are faced with each and every day. Diane holds FINRA Series 6 and 63 securities registrations and also holds life, health, property and casualty insurance licenses in North Carolina.

Phone (704) 982-6700
Fax (704) 986-2578