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

President

Entrepreneurship runs deep in Donald’s family and is a big reason why he is an independent financial advisor.  Growing up in Pittsburgh PA, Donald witnessed the bond his father, an entrepreneur, developed with his own advisor and was immediately intrigued with the concept of growing wealth. 

Buying his first stock at the age of 12, Don determined even meager savings, over time, can equate to significant life milestones.  Using those same childhood funds to purchase his first laptop upon entering the financial services industry in 2000. 

A two-sport athlete in high school, Don earned an NCAA Division I athletic scholarship to Elon University.   Graduating magna cum laude with an Economics degree in 3 years, Donald would get his Insurance and securities’ licenses while still in school.  Immediately upon graduation, Donald entered a commission only financial services occupation, and as of present day has never held a salaried position. 

Donald has been helping clients achieve their financial goals and dreams for more than 20 years. He specializes in tax-efficient wealth building strategies for business owners, athletes, and corporate executives. Prior to joining MassMutual Carolinas in 2015, Donald spent time with both MetLife and New York Life.  His passion for helping his clients was most evident when Don transferred Robbins Financial Group’s clientele to Mass Mutual and 100% of the client’s that were requested to move their assets, did so.  Don heralds his greatest career achievement in having a 99% client retention rate. 

During his two-decade tenure in financial services, Donald has been honored as a 15-time “Advisor of the Year,” a 5 Star Wealth Manager in Charlotte Magazine, 2001 Rookie of the Year and Leaders qualifier at MetLife, a Chairman’s Cabinet qualifier at New York Life, A Top of the Council qualifier at Mass Mutual, and a 2008 Ben Feldman Award recipient. He was also named to the Million Dollar Round Table’s “Top for the Table” numerous times, placing him in the top one percent in sales production of all financial services professionals worldwide. He is a member of MassMutual’s Society 1851, which provides an exclusive network of advanced planning resources for Robbins Financial Group clients.

Donald serves on the board of directors for The Heartest Yard (The Greg Olsen foundation) and iSolar (A Colorado marketing organization), as well as volunteering his time to St. Matthews Catholic Church in Charlotte, NC.  When not coaching his 3 kids’ sports teams, Don can be found with his wife Kristen, and their family golfing, traveling, or enjoying water sports on Lake Norman. 

 

Robert B. Lewis

Partner

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

The financial services sector has been a lifelong calling for Ned who joined Robbins Financial Group in 2016. He has always had his eye on being a financial advisor as both of his grandfathers and his uncle have been in the investment banking and financial services industry since the 1930s.

While he didn’t start his career in financial services, Ned’s passion and skills enabled him to segue into financial planning. Prior to making the ultimate leap to his dream career and joining Robbins Financial Group, he worked in sales, marketing, strategic planning and client account management for 16 years, including 13 years in the medical device industry.

Ned focuses on investment portfolio oversight, business development and client service. His vision is to help others attain peace of mind and achieve their long-term financial goals.

He graduated from Loyola University Chicago where he received a Bachelor of Business Administration and played for the Division I men’s soccer team. In his spare time, Ned volunteers with Hands & Feet and American Red Cross, and is active with St. Matthews Catholic Church. He also enjoys golf, sporting clay shooting and time with family. He lives in Charlotte with his wife and three kids.

Chase Austin

Licensed Financial Advisor

Chase literally knocked it out of the park when he began his financial services career in 2014. After three years playing in Major League Baseball, Chase parlayed his experience of working with a financial advisor as a professional athlete to being a financial advisor with Robbins Financial Group.

Chase’s financial advisor was instrumental in helping him manage his signing bonus so he knew then that when his baseball career was over that he wanted to do the same for others. Following his professional baseball career, Chase was given that opportunity when his financial advisor hired him. Chase joined Robbins Financial Group in 2017 and is responsible for helping his clients achieve their financial goals through unique strategies tailored to their individual needs. He says he is most rewarded when his clients achieve their financial goals.

He attended Elon University where he played baseball and was drafted to MLB as a junior. In his free time, Chase enjoys spending time with his wife and two daughters, playing golf and traveling.

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 is the backbone of Robbins Financial Group. As the director of operations, she makes sure the daily operations of the firm run smoothly. She assists our advisors with new business cases from start to finish, services existing business and attends to clients’ requests.

Always good with numbers and seeing and planning all aspects of a project, Bridget became a business management major in college. She received a Bachelor of Arts in Business Management from Belmont Abbey College and a Master of Business Administration from Ashford University. Following college, she entered the banking industry where she worked in the life insurance sector and annuities. She joined Robbins Financial Group in 2016.

Bridget grew up in Clinton, Iowa. She is married with three kids and enjoys outdoor activities with her family.

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