Jody Robinson

Partner at Kingsview Partners

Jody Robinson is a Certified Financial Planner (CFP®) with experience in wealth management and financial planning. They have worked as a Partner at Kingsview Partners and authored a book titled "Money Messages." With a background in investment services and sales support, Jody has worked at companies such as Morgan Stanley and Edward Jones. They also have a background in business analysis and project management, holding degrees from North Dakota State University, University of California, Santa Cruz, and College for Financial Planning.

Links

Previous companies

Intuit logo
Morgan Stanley logo
Edward Jones logo

Peers

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Timeline

  • Partner

    July, 2019 - present

  • Financial Planner

    October, 2015