Donald Robbins, CFP

Don began investing at the young age of 10, when his grandfather gifted him stock in Atlantic City Electric. He has been fascinated with the markets ever since. He earned the designation of Master Training Specialist whiles serving in the Navy and enjoys teaching clients the merits of investment planning. He likens investing to a voyage; you find out where you currently are and set a course for where you want to be, always being mindful that life is full of storms and crosscurrents which are trying to knock you off course. Diligence and communication with realistic expectations can help lead to an arrival at your destination.

Background and experience
Don began his career as a Financial Advisor with Prudential Securities in Vineland, where he developed fundamental investment knowledge.  He joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 2003 to take a team approach in providing personalized financial advice for individuals and families.  In 2007, Don earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.  He has been named a member of Platinum Council from 2014 - 2026 and in 2022, 2023, 2024, 2025 & 2026 earned the Forbes award for Best in State Wealth Advisors.

Don’s passion for business doesn’t end there.  With parents in the oyster business and the trucking business, investments were discussed often while growing up in Port Norris.  His desire to pursue a career in finance was further fueled while earning his bachelor’s degree with merit in Economics at the U.S. Naval Academy when the Economics Club visited the floor of the New York Stock Exchange.  Once commissioned, he served close to seven years active duty in the U.S. Navy, deploying to the Mediterranean and The Persian Gulf in support of Operation Desert Shield/Desert Storm earning Two Navy Commendation Medals and a Navy Achievement Medal.  Don settled in Millville and is surrounded by family.  

Away from the office
He spends his free time with his wife, Dana, who retired from being a teacher’s aide and their children Kiersten and Jay and 4 grandkids.  Don volunteers at his church and is the Americanism Officer at his American Legion Post /Boys State Coordinator.  He thoroughly enjoyed coaching youth baseball, basketball, soccer and softball.  Don successfully completed his first marathon in 2006.   

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

CA Insurance License Number OF42205. Resident State NJ.