Robin A. Lovely
MBA
CFP®, CDFA™, RICP®
HER STORY
My mother was single and raising two children. She worked as a waitress to try to make ends meet. She got married when I was 9 and eventually stopped working at my stepdad’s request. However, he was a utility construction worker with a gambling problem, so our situation didn’t really improve much.
Other kids enjoyed many things I dearly wanted, like music lessons or a new dress, and even college! Time after time I would be told “we can’t afford that”. I started working at age 16, giving up many of the after-school activities that other teenagers enjoyed. From that point on I never asked for another dime from my family. I missed out on so much BUT, I learned at an early age to be comfortable with money and independent. That independence and confidence has served me well over the years, especially when I went through a divorce. It was a sad and emotional time, but because I understood our financial situation, I was able to manage a challenging situation with a greater sense of control and confidence.
When I became a Financial Advisor, I saw how many women were anxious about money. They often felt ill-equipped, intimidated, and powerless. Many of the women I met were dependent on someone else for financial security, leaving them vulnerable and afraid. I worked on creating a safe space and teaching them in language they could understand. Over time, I saw that this gave my clients a greater sense of strength and control over their life, and this gave me great satisfaction.
My true purpose as an advisor is to give women the tools and knowledge, they need to feel comfortable and confident using their money to support the life of their dreams.
Rebecca Lynch
Financial Advisor - Boston
HER STORY
My grandmother was ahead of her time. Many of my afternoons were spent with her. Not only was she a great cook she had a passion for finances, we had many conversation about investing, and her stock club for me this was not unusual. There is no doubt she inspired my path towards financial planning.
When I became an advisor, I thought all women were comfortable talking about investments, so I was surprised to see how many women avoided the topic, their finances. They are smart, brilliant in their careers and juggling tremendous responsibilities. Yet they felt guilty and embarrassed regarding their lack of financial confidence. I began to listen to them, appreciating their challenges and giving them the respect they deserved. This environment helped them open up, they started to enjoy taking about their money and investments. That's when I knew I have found my purpose as an advisor.
My true purpose as a financial advisor is to help you become excited about investments and what your money can do for you. To create an environment where you are encouraged and supported in your desire to take more control of your financial life, you can feel more empowered to use money to enrich your life.
Martha Roberts
Operations & Client Service Associate
HER STORY
My Mother is strong and independent, but her life was riddled with financial challenges that I never knew of until I became an adult. While she was good with managing money, she learned that wealth management was more than just saving or spending moderately. Knowing that I would always be taken care of was her primary motivation, so she taught herself about financial independence and literacy. This understanding protected her and our future from unwanted life events that could have derailed our lives.
When I started working with Robin, I could see she mirrored my mother. Not only was she confident in managing her money, she was passionate about helping every woman gain the knowledge and confidence she needs to feel secure with her financial future. I knew this was where I was meant to be.
My desire is to make sure no woman settles for less than she deserves. Encouraging our clients to use their voice, speak their truth, and ask for what they want and deserve is part of my core being.
Martha has administrative and financial experience from many different industries, including banking and mortgage, advertising, health care, and law.
