🔓 Unlock the full profile of Robin Lovely (Baystate Financial), including verified contact details, financial insights, and professional associations.
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Email: rob*****@bay******.com
Mobile: 69579*****
Estimated Net Worth 💰 : ₹0 – ₹500+ Cr (approx. $0 – $60M)
Key Insights You Should Know About This Individual
- Robin Lovely is the Founder & Managing Partner, as well as a Financial Planner and Investment Advisor, at The Women's Advisory Group, established in March 2015 in Marshfield, Massachusetts.
- Prior to founding The Women's Advisory Group, Robin Lovely served as the Principal & Financial Advisor at Lovely & Company from January 2007 until March 2015.
- Before working at Lovely & Company, Robin Lovely gained experience as a Financial Consultant and Financial Planning Specialist at Smith Barney from December 1997 to January 2007.
- Under Robin Lovely's leadership, The Women's Advisory Group focuses on providing tailored financial planning and investment advisory services, emphasizing a supportive environment for women clients.
- Robin has contributed to the growth and development of Baystate Financial, where The Women's Advisory Group is based, an organization founded in 1901 with a continuous focus on financial services.
- Baystate Financial has seen a 12-month growth in headcount of approximately 11.89% and a 24-month growth of around 16.29%, indicating a positive trajectory in the business operations during Robin's influence.
- Robin Lovely's dedication to financial education and empowerment aligns with the mission of The Women's Advisory Group, showcasing unique expertise in addressing the specific financial needs of women.
- The organization's strategic approach aims to overcome traditional financial barriers and challenges faced by women, highlighting the importance of gender-focused financial planning.
- Robin has played a significant role in advocating for increased representation of women in financial advisory roles, promoting diversity and inclusivity within the industry.