Our Team

Committed to:

Preserve and grow the wealth of a select clientele who prioritize family,
tax minimization and consistent growth.

To be the catalyst in the planning process.

To developing strong, life-long relationships, based on knowledge and integrity.


Donald P. Robbins, LUTCF


With over 20 years of financial services experience, Don has obtained leadership status with New England Financial, Chairman’s Cabinet Status with New York Life, and Top of the Council with Massachusetts Mutual Life Insurance Company (MassMutual). He founded Robbins Financial Group, LLC in 2005 in order to focus on tax-advantaged wealth preservation strategies for high net worth businesses and individuals. He was named to the 2016 Million Dollar Round Table’s “Top for the Table,” placing him in the top one percent in sales production of all Financial Services Professionals worldwide.

Don is a member of MassMutual's Society 1851, which provides an exclusive network of advanced planning resources for Robbins Financial Group's clients. Don holds active memberships in NAIFA, the Society of Financial Services Professionals, and the American Association of Life Underwriters. He serves on the Board of Directors for Receptions for Research-The Greg Olsen Foundation. Don is also a Member of the Charlotte Chapter of the Entrepreneurs Organization, a Parishioner and Eucharistic Minister at St. Matthews church and a youth soccer, football, and basketball coach. He is a member and resident of the Club at Longview with his wife Kristen and their three children, Jake, Austin, and Anabelle.


Robert B. Lewis


Since 2009, Robert has been helping his clients navigate life using unique solutions that provide a path to protection of assets and family, as well as retirement and overall financial strategies. As an experienced problem solver, Robert is able to research and help develop solutions to meet the needs of each individual client. His ultimate goal is to build trust with each client through integrity and loyalty.

Robert joined the financial services industry in 2010, and has earned numerous awards, including New York Life's Council Standings, the Life All Star Award, the 2010 and 2011 TAS Agent of the Year for the Charlotte General Office. Robert is also a member of NAIFA, and served 2 years on the Charlotte NAIFA Chapter Board.

Prior to his career in the financial services industry, Robert was in the U.S. Air Force for 12 years, and has 26 years of progressive experience in foreign and domestic supply chain management. He's had the opportunity to manage requisitions for U.S. Presidential Air Force One and Two, as well as foreign diplomats.

In 2006, Robert relocated from Washington, D.C, to Charlotte, NC, with his wife Adrianne. They have two children, Danielle and David, and Robert has two older sons, Derrick, a paramedic in Boston, and DaVonte, a college student. Robert proudly serves on the board for Family Agriculture Resource Management Services (F.A.R.M.S), is an active member of Hickory Grove Baptist Church, coaches youth boys' basketball, and is a member and former Master of the Prince Hall Free & Accepted Masons, 32nd Degree Mason, Southern Jurisdiction, as well as a Masonic Shriner.

Edward C. Jordan

Licensed Financial Advisor

Ned is a financial advisor at Robbins Financial Group, LLC in Charlotte, N.C. and Pittsburgh, PA. Ned is a graduate of Loyola University Chicago, where he received a Bachelor of Business Administration (BBA), and was a member of the men's soccer team.

Ned has over 16 years' experience in sales, marketing, strategic planning, and client account management. The past 13 years of which were in the medical device industry. In his spare time, Ned enjoys golf and spending time with his wife and their three children.

Chase Austin

Licensed Financial Advisor

Chase attended Elon University playing baseball and earning a Bachelor’s degree in Business/Administration. He was drafted in the 2009 MLB draft and spent time with the Miami Marlins organization. Chase joined the financial services industry in 2014 and uses many of his skills from Major League Baseball to help clients develop a sound disciplined approach to deliver wealth management strategies. In his personal time, Chase enjoys spending time with his wife Caroline, daughter Gray, and playing golf.

Adam Taff, ChFC®

Licensed Financial Advisor

Adam Taff is an experienced Financial Advisor based out of Charlotte, NC. His broad knowledge of insurance & investment products, along with his specialized attention and comprehensive financial planning tools, gives his clients the confidence they need when working with a financial advisory. His smart financial strategies are designed to help his clients maximize their wealth and achieve their short-term & long-term goals.

Adam received his Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services, a Master of Business Administration (MBA) from George Mason University, and a B.S. in Nuclear Engineering from the University of Maryland.

Adam currently lives in Charlotte, NC with his wife and their two daughters.

Bridget McDonald

Director of Operations

Bridget joined Robbins Financial Group in January 2016. She has been active in the financial services industry since 2009.

Bridget received her BA in Business Management from Belmont Abbey College in 2010 and a Master's of Business Administration with a concentration in Finance from Ashford University in 2014. Bridget enjoys spending time with her husband Chad and children Kale, Kendall, and Kynlee. Bridget is licensed in the state of North Carolina for life and health insurance.

Thanh Suong Le Nguyen

Licensed Insurance Professional

Thanh joined the financial services industry in 2012 and joined Robbins Financial Group in January 2017. Thanh obtained Executive Council status in 2012 and 2013 with New York life, and was awarded 2012 TAS Agent of the Year with New York Life.

Thanh received a Bachelor of Art and Design and a minor in Architecture from North Carolina State University in May 2005. In her free time, she enjoys knitting, cooking, and spending time with her son Sean.

Linda Danner

Licensed Service Assistant

Linda Danner has been in the financial business for 35+ years working with New York Life top agents. She was the executive assistant for the former council president Alex Josephs. Linda oversaw all the operations for Alex Josephs working with Barry, Evans, Josephs & Snipes. She has been working for Robbins Financial Group since 2008. Linda is licensed in the state of North Carolina for life and health insurance.

*The Million Dollar Round Table(MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck