Robin J. Marble

Robin J. Marble

Registered Representative

Professional Profile

Robin believes that Listening is the key to creating a personalized financial plan based on clear communication and understanding of her client’s motivators, concerns and goals.

Robin began her career in financial services in 2003 joining LaMothe & Associates Financial Services, Inc., as a Client Relations Representative and Website Developer. Advancing her career over the years, Robin along with a group of fellow representatives formed Odyssey Wealth Management Group, LLC in 2014. 

Practice Focus

Robin believes that planning is a powerful tool and establishing a personalized financial strategy calls for a concerted effort to understand one’s unique financial circumstances. Robin does not start off by presenting brochures and products; she wants to get to know her client’s needs first. 

Providing support and resources that help them feel confident in their decisions.

Ø  Interested in her client’s well being, life plans, aspirations and long-term goals
Ø  Wealth Accumulation, Preservation and Distribution
Ø  Planning for College Expenses
Ø  Protecting their family in the event of untimely death or disability
Ø  Protecting income and assets against potential long-term care expenses
Ø    Creating a predictable, sustainable lifetime income in retirement
   
Her objective is to develop face to face client relationships of equality to communicate, educate and provide insightful guidance and creative financial solutions.  Helping them navigate through life’s transitions while achieving their long-term investment and financial goals.


Credentials & Professional Associations

Ø  FINRA Series 6 and 63 Securities Registrations           
Ø  Life, Accident Insurance Licenses
Ø  Notary Public
 

 

 Personal

Ø  Enjoys fishing with her son, any and all beaches and traveling 

Phone 508-867-5117
Fax 508-867-5110