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Robin W
CFP®, Series 63, Series 65
Charlotte, NC
MIAI, Inc.
Robin Woodell is a CFP® professional with 19 years of experience in the financial services industry. He has previously worked at Penn Mutual Life Insurance Co and The Prudential Insurance Company of America. He is also the proprietor of Emerald Financial Group, which provides multi-line insurance and advisory services in Charlotte, NC. Woodell is part of MIAI, Inc., a team-based firm managing approximately $213 million for individuals, trusts, corporations, and retirement plans. The firm offers investment management, financial planning, and retirement-plan consulting through proprietary programs and platforms such as the Fidelity Managed Account Xchange.
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