Michelle A. Robinson
JOSS BROWN WEALTH ADVISORS
Williamsburg, VA 23185
Some features on this profile are disabled
CRD#: 7214395
Professional summary
Michelle Ann-marie Robinson, CFP®, who also goes by Michelle Ann-marie Escoffery, Michelle Robinson, is a registered financial advisor currently at JOSS BROWN WEALTH ADVISORS located in Williamsburg, Virginia.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michelle has worked at 2 firms and has passed the Series 65 exam.
Biography
Michelle Robinson, M.A. in Law -Wealth Management, CFP®. Michelle is one of the few financial advisors in Hampton Roads who is a CERTIFIED FINANCIAL PLANNER™ professional and a fee-only NAPFA Registered Financial Advisor in the state of Virginia. Our firm looks forward to assisting you accomplishing your financial objectives.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Estate Planning
Social Security Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
Divorce Planning
Financial Psychology/Coaching
High Net Worth Client Needs
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Michelle Ann-Marie Escoffery | Michelle Robinson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Xcelling Champion, LLC. This is an online tutoring and coaching business. It is registered in Yorktown, VA. It is not investment-related. I am the only 100% owner and managing member of the business. I spend about 40 hours per month working ag this business. All my work activities are conducted outside of trading hours. The business started as a DBA in 2022 registered as an LLC in February 2023. I am a virtual tutor and coach for students sitting for the CFP(r) exam.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Ann-marie Robinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
March 19, 2023 - Present
JOSS BROWN WEALTH ADVISORS
Office #1: 1321 Jamestown Road, Suite 201, Williamsburg, VA 23185RIA
CRD#: 324719
Williamsburg, VA
Past
February 14, 2020 - March 31, 2023
JOSS BROWN WEALTH ADVISORS, LLC
RIA
CRD#: 175481
WILLIAMSBURG, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JB
JOSS BROWN WEALTH ADVISORS
JOSS BROWN WEALTH ADVISORS | JOSS BROWN WEALTH ADVISORS GROUP LLC
CRD#: 324719 / SEC#: 801-127223
RIA
Registered Investment Advisory firm - (1/20/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(3/19/2023)
Current Firm
JB
JOSS BROWN WEALTH ADVISORS
JOSS BROWN WEALTH ADVISORS | JOSS BROWN WEALTH ADVISORS GROUP LLC
CRD#: 324719 / SEC#: 801-127223
RIA
Registered Investment Advisory firm - (1/20/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1321 Jamestown Road, Suite 201, Williamsburg, VA 23185
Mailing Address
Phone number
(757) 903-2127
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 535 |
| AUM (Assets Under Management) | $ 139,322,250 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JOSS BROWN WEALTH ADVISORS
CRD#: 324719Williamsburg, VA 23185TRUST BUT VERIFY
Monitor Michelle Robinson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
