Flatiron Financial Group

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Robin D. Morrell, CFP®

Robin D. Morrell, CFP®

CFP® | LPL Investment Advisor Representative

Robin has over 30 years of experience in the investment services industry, most of which were served at one of the leading worldwide brokerage firms. Providing a needs based approach to assisting clients with their goals and objectives has been a driving force in building long standing relationships. Working one on one with each client to build confidence and create an overall wealth management strategy is a skill that Robin has mastered over the course of her career. These qualities help her manage family wealth as well as small business retirement plans.

She is Series 7, 63, 65, and 24 registered with LPL Financial, insurance licensed, and is a CERTIFIED FINANCIAL PLANNER™ certificant. She is insurance licensed in Florida, Massachusetts, Maine, New Hampshire and New York.

She has been married to husband Glenn for 32 years.  Together they have raised two great children, acquired a wonderful daughter-in-law in July of 2011, and are proud grandparents of two beautiful grandchildren!  As longtime residents of Weare, NH, Robin and Glenn had been actively involved in youth athletics throughout their children’s school years, but are now enjoying life as empty nesters. Living on a small lake, they enjoy boating and all water sports in the summer, as well as hosting get-togethers with friends and family. When she’s not spending time with family, Robin enjoys participating in various community activities through Rotary, Granite YMCA, Southern NH Services, and the American Red Cross.

Robin is Secretary of the Goffstown Rotary Club. She is also former Treasurer (3 years), former VP of Public Relations (2 years), and Past President (2 years) of Top of the Town Toastmasters in Manchester.

In addition to the volunteer services she provides within her local community, Robin’s other volunteer activities include fundraising for the benefit of Granite YMCA & its affiliates, the NH Food Bank, American Cancer Society, Breast Cancer Awareness and Prevention Research, the Northern New England Down Syndrome Congress, and Granite State Dog Recovery.