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Financial Planning Articles
David Robinson & Tracey Daigle David Robinson & Tracey Daigle
A wealth advisor with more than 25 years of experience in the financial field, Dave Robinson serves as Robinson Smith Wealth Advisors’ Co-Chief Investment Officer and is a Co-Managing Member of the firm. As a Certified Financial Planner® and non-practicing attorney, he provides clients with deep expertise in areas including investment management and retirement planning. Tracey Daigle is a Financial Advisor and member of Robinson Smith Wealth Advisors, LLC. She also serves as the firm’s Chief Compliance Officer and Service and Operations Manager. Her 20+ years of professional experience include office management and business ownership. She has worked for over nine years in the financial services industry and an additional six years in the banking industry. She holds the Certified Financial Planner™ and Investment Advisor Certified Compliance Professional® designations.
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