The automation of advice is disrupting traditional advice models, learn how advisors can better succeed in a changing advice landscape.
Noni Robinson is a principal and head of Bank and Institutional channels for Vanguard Financial Advisor Services™. She leads the sales teams as well as the distribution strategy development and execution for banks, institutional asset managers, and insurance companies. Prior to this role, she was head of Client Engagement in Vanguard Portfolio Review Department, where she led a team of investment analysts responsible for engaging with clients through topics on the economy, financial markets, and Vanguard funds.
Ms. Robinson earned a B.A. from Temple University and an M.B.A. from Saint Joseph’s University. She holds FINRA Series 6, 7, 24, and 63 licenses and the Certified Investment Management Analyst (CIMA®) designation.