Robin Sherwood 
With twenty years of experience, Robin has extensive knowledge of personal financial planning issues. She uses her knowledge and experience to assist clients in maximizing their financial well-being. Robin counsels clients in the areas of retirement, taxes, investments and estate planning. Her principal roles at HTG involve working directly with clients, designing and implementing portfolios, developing and reviewing financial plans, serving as the Chief Compliance Officer, and mentoring other advisors. As a Principal, she is a major contributor to the general management of the firm.
Robin has an MBA in Finance from the Wharton School at the University of Pennsylvania, and graduated magna cum laude with a BA from Colby College. She received her CERTIFIED FINANCIAL PLANNERª designation in 1989. In 2010, Robin became a registered member of the National Association of Personal Financial Advisors (NAPFA). Prior to joining HTG in 2005, Robin was a financial advisor with Westbrook Financial Advisors for 15 years. She also worked for five years as a financial manager at Smithkline Beckman.
Robin has spoken widely and has conducted financial planning seminars for several major corporations in the tri-state area. She has contributed to articles in Money Magazine, Ladies Home Journal, Fidelity's Stages Magazine, and has appeared on CNN.
Robin has hands-on experience with college planning, having two recent college graduates. Robin volunteers as a budget coach through the United Way. She is an avid tennis player, competing in both USTA and league tennis events. To email Robin click here.