Kim Robinson holds the position of Senior Portfolio Manager and Financial Planner at Mascoma Wealth Management. She joined Mascoma Bank in 2004.
Kim is a CERTIFIED FINANCIAL PLANNER™, Certified Trust Financial Advisor and also holds the designations of Chartered Financial Consultant and Enrolled Agent. Kim formerly held the following FINRA registrations: Series 7, 24, 31, 51, 63 and 65.
Kim has held positions in financial planning and investment in the Upper Valley since 1989, including 15 years with Morgan Stanley. Kim has extensive training in investments and financial services from the Willette Institute of Finance and the New York Institute of Finance, and earned her certificate in Financial Planning from Boston University.
Kim currently serves as Treasurer on the board of the Grafton County Regional Development Corporation. She and her husband are longtime residents of the Upper Valley area, currently residing in Orford, New Hampshire. When she is not spending her free time with her grandchildren, she enjoys biking, camping, and knitting.
Contact Kim:
(603)-443-8705
[email protected]