With over twenty-four years of industry experience Robin Lin Hodgskin provides Wealth Management for individuals and business owners in transition who are ready to take care of their financial wellness.
Robin Lin Hodgskin, CFP is a Senior Vice President, Family Wealth Director with Morgan Stanley Smith Barney (MSSB). She has fulfilled roles as Complex Business Development Officer and as Branch Office Manager of the Smith Barney Portland, ME office for 13 years, as well as serving on the CEO’s Diversity Advisory Board.
Robin has worked at Morgan Stanley Smith Barney and its predecessors firms for over twenty four years, ten of these as a Financial Advisor in Boston before moving to Portland as the Branch Office Manager in 1996. Robin has a Bachelor’s degree from Bates College and an MBA from Boston University.
As a Family Wealth Director, Robin is among a select group that has access to the vast resources of a world-class financial powerhouse to help meet the complex, and often unique, needs of families with wealth. The specialized wealth advisory services include family governance and dynamics, philanthropic services, wealth preservation and investment management.
She is very active in the community and her outreach work has taken her to Honduras and to Guatemala where she worked with Safe Passage to support the education of children living in the Guatemala City garbage dump. Working with BuildOn, she and her family also built a school in Mali Africa. Robin has served on the board of the Maine Women’s Fund and the Ministerial Fund and as a Deacon at First Parish Church. She lives in Yarmouth, ME where she enjoys singing, skiing, golf, hiking, biking, kayaking, and the many other wonders of Maine with her husband Art Bell and their three children: Becca, Geoff, and Chris.
Robin begins with a process of deep discovery to understand what is important to you.
She works with you to develop a defined financial plan and implement a disciplined investment process based on the wealth of research from MSSB. Because her clients are extremely important, She works to consistently deliver a distinguished client service experience.
Using the extensive resources of Morgan Stanley Smith Barney, Robin will help guide you to and through retirement answering questions such as:
• How should my assets be managed for the best likelihood of meeting my financial goals?
• What is the best way to fund my children’s and grandchildren’s education?
• When can I retire? What will my Retirement Paycheck look like?
• When should I begin taking Social Security?
• How can I ensure that I leave the Legacy that I intend?
• As a newly independent woman, how do I get a handle on my finances?
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Biography
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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