Jody Robinson

Jody Robinson

Level Lifetime Member

Email Address [email protected]

Phone (630) 297-1902

Business Location Chicago Metro Area

Chapter Schaumburg, IL

Biographical Info

AWMA®, AAMS®
Jody Robinson
Partner | Wealth Manager

Schedule a time to talk with Jody:
https://MeetWithJody.as.me/

Jody (Redmann) Robinson is a wealth manager and financial planner with an office in Oak Lawn, Illinois, and is a member of the Oak Forest Rotary. She is happy to meet you by video conference on Zoom, Microsoft Teams, or in person at the Oak Lawn office by appointment. Serving several years as a successful female financial advisor and balancing being a working mom, Jody realized that clients need flexibility, too. She’s structured her practice to meet your needs, and her business now extends throughout the Chicagoland suburbs, from Orland Park to Addison, Plainfield to Chicago.

Her clients are her people… her tribe… and Jody safeguards those relationships as carefully as she works to protect her clients’ hard-earned money. Over the years, Jody has walked through both celebrations and hardships with clients. She remains committed to being accessible, available, authentic, and honest. Whether you are meeting in an office or around your kitchen table, Jody seeks to fully understand your needs, accommodate your schedule, and develop a long, collaborative partnership.

Jody Robinson is author of a book about the way we spend, save, and process money. The book weaves stories, interviews, and practical exercises to reflect deep to understand your relationship with money and how it is present in your life today.

Jody understands the complexity of personal and financial situations and wants to be your advocate. In 2010, after counseling and coaching clients through the Great Recession, Jody decided to pursue her own practice to better help the people she serves. She successfully faced the challenge of transitioning to an independent practice in 2015, while working as a divorced parent. She has since remarried, and her expanded family includes her son, four adult step-children and a giant, but gentle, black labrador. In philanthropy, Jody actively participates in Rotary and other volunteer activities promoting youth leadership and humanitarian service.

Company Kingsview Partners Wealth Management

Website

LinkedIn: https://www.linkedin.com/in/jody-robinson

Facebook: https://www.facebook.com/JodyWealthManagement

Featured Member Video https://www.youtube.com/channel/UC1Hyci0erqKKogJNWoz3uog