Blake Robinson, Cfp®, Fic
About Blake Robinson, Cfp®, Fic
Blake Robinson, CFP®, FIC, is a Senior Financial Planner at Synovus, where he has worked since 2019. He specializes in wealth planning and preservation strategies for high net worth clients across a five-state territory.
Work at Synovus
Blake Robinson has been employed at Synovus since 2013, progressing through various roles to his current position as Senior Financial Planner, which he has held since 2019. In this role, he works with high net worth clients across Synovus' five-state territory. His responsibilities include wealth planning and preservation strategies, retirement planning, cash flow forecasting, asset allocation, education planning, risk management, business continuity, and estate planning. Prior to becoming a Senior Financial Planner, he served as Financial Planner I and II, as well as Financial Planning Analyst III and II.
Education and Expertise
Blake Robinson holds a Bachelor's Degree in Management from Shorter University, which he attended from 1995 to 2000. He furthered his education by obtaining a Master's Degree in Family Financial Planning and Counseling from The University of Alabama between 2005 and 2007. His educational background supports his expertise in financial planning, particularly in areas such as wealth management and retirement strategies.
Professional Licenses and Certifications
Blake Robinson is a Certified Financial Planner (CFP®) and holds FINRA Series 7 and Series 66 securities licenses. He is also licensed to offer life insurance, health insurance, and fixed and variable annuity products in Georgia. These certifications and licenses enable him to provide a wide range of financial services and advice to his clients.
Background in Financial Services
Blake Robinson has extensive experience in the financial services industry, having worked at various organizations prior to his tenure at Synovus. His career includes roles at Thrivent Financial, where he served as a Financial Advisor from 2002 to 2011, and at Mass Mutual (Capstone Financial Partners) for a brief period. He also held a managerial position at Springleaf Financial Services from 1997 to 2002. This diverse background has equipped him with a comprehensive understanding of financial planning.
Client Engagement and Communication
Blake Robinson emphasizes making complex financial planning topics easy to understand, embodying the heart of a teacher. His approach focuses on clear communication and client engagement, ensuring that clients are well-informed about their financial options and strategies. This commitment to education enhances his effectiveness as a financial planner.