The Empire Branch - Helping You Build Your Financial Future

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Address:

AXA Advisors
350 Essjay Road, Suite 300
Williamsville, NY 14221

Phone:

(716) 626-2500

Robin A. Davey CPA®, CFP®, CLU®, RICP®, CDFA®

Robin A. Davey CPA®, CFP®, CLU®, RICP®, CDFA®

Partner, Sequoia Financial Group

There is nothing more important to me than helping people obtain their financial goals.  I have worked in the financial industry for over 30 years, guiding members of my community throughout the various stages of their financial lives. 

I grew up locally in a family that valued hard work and serving others. My husband John and I currently reside in Clifton Park where we also raised our 3 children.  We are now blessed to be grandparents. I am a proud graduate of Siena College (BBA- Accounting) and the University of Albany (MS-Accounting-Taxation).

After obtaining my CPA license, I spent the first half of my career assisting both individual and small business clients with tax and accounting matters.  After numerous tax seasons, I felt inspired to help people navigate the often complex and many financial stages of life. I joined AXA Advisors in 2003 as a financial planner.  Financial phases can be as simple as setting up your first retirement plan, or as complex and confusing as funding children’s college education, planning for aging parents, long term care decisions, business planning, and estate planning. As you navigate these paths in life, my objective is to serve as your financial guide to help you set your goals.

I strive to provide the highest level of professionalism by:

  • Listening to my clients
  • Being objective and open
  • Providing professional service and advice with integrity

Education and professional development is of upmost importance to me.   I have dedicated myself to further developing my knowledge throughout my career.  Therefore, I have a strong record of certifications, awards, and advanced designations including:

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Retirement Income Certified Professional (RICP)
  • Certified Divorce Financial Analysis (CDFA®)
  • Certificate in Retirement Planning – Wharton School, University of Pennsylvania
  • RealLife stories client service award as featured in Parents and Oprah  Magazine
  • Top 10 Female Financial Advisor at AXA

 

When I’m not working with clients, you will find me training for my next triathlon or mentoring and inspiring other women to run or succeed in business.  I am a member of multiple triathlon clubs and running groups, including Upstate Warriors, an all- women’s triathlon team. My husband and I are avid hikers and have completed 35 of the 46 Adirondack High Peaks. We also enjoy traveling and exploring other countries and cultures.  Finally, on the off chance that I am actually sitting down, I am most likely watching my favorite baseball team- the NY Mets or playing with my grandchildren.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e- mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

 

Sequoia Financial Group is not owned and operated by AXA Advisors, LLC.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (518) 373-7357
Fax (518) 373-7373
Mobile Phone (518) 573-0207
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Check the background of this financial professional on FINRA's BrokerCheck