Sheri E. Robinson,  CFP<sup>&reg;</sup> - Financial Advisor

Sheri E. Robinson, CFP®

CPA, AEP®

Linscomb & Williams

2100 Third Ave North, Ste 1100
Birmingham, AL 35203
(205) 868-3331

General

Sheri Robinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Linscomb & Williams in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - AEP

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Getting Divorced, Insurance, Retirement, Succession Planning, Long-term Care, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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