Robin Whitlock, EA

Investment Advisor Representative
Senior Financial Advisor
Controller
Partner

Robin@infinitewealthadvisors.com

Beginning her financial services career in 2004, Robin partnered with Infinite Wealth Advisors, LLC in March 2008 as a consultant, and joined the firm full-time in December 2010. Utilizing her bachelor’s of science degree in accounting and more specifically her background in individual income tax preparation, she is able to assist clients in understanding the tax impacts of their financial decisions, and what the tax impact will be for multi-generational clients.  She also works with clients who wish to explore the many advantages of insurance and annuity products as part of their overall financial planning.

Robin, her husband, Scott, and their son, William Ross reside in Huntersville, NC with their rescue dog, Bandit.

Investment Advisory Services provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .

 

 

 

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This information has been provided by a licensed insurance professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting the insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, trust and estate, or investment advice. Infinite Wealth Advisors is not an investment advisory firm.  Investment Advisory Services provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .