David A. Robbins, CFP®, ChFC®, is a seasoned financial professional currently serving as Vice President - Complex Manager at Moors & Cabot since June 2019. In this role, David provides comprehensive personal financial advisory services, including financial planning, investing, insurance, retirement planning, tax planning, and estate planning to a diverse group of clients. Prior to joining Moors & Cabot, David gained extensive experience at JPMorgan Chase & Co. in various roles, including Private Client Advisor and Financial Advisor Associate, from April 2010 to June 2019. David began their career as a Financial Advisor at Waddell & Reed from May 2009 to March 2010. Academically, David holds a Bachelor of Arts in Journalism and Creative Writing from the University of Arizona, earned in 2009.
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