William C. Robinson

William C. Robinson

President, Financial Advisor

“Clif” has over 38 years of financial services experience. Clif 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.

Clif 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. Clif began his financial career working with an approved 403(b) provider in the Piedmont areas school systems. Clif’s eleven years prior experience as an educator has been a great asset in working with and servicing the educational professionals of North Carolina.

He has been active in educating state employees throughout North Carolina for the past 33 years. Clif holds FINRA Series 6, 63, and 65 securities registrations. Clif also holds life, health, property and casualty insurance licenses in North Carolina.

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