AeroLeads people directory · profile
Robin Davey Email & Phone Number
CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist
at
Equitable Advisors
1 work email found
@axa-advisors.com
4 phones found area 518
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist
Location
Saratoga County, New York, United States
Company size
Who is Robin Davey? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robin Davey is listed as CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist at Equitable Advisors, a with 4200 employees, based in Saratoga County, New York, United States. AeroLeads shows a work email signal at axa-advisors.com, phone signal with area code 518, and a matched LinkedIn profile for Robin Davey.
Robin Davey previously worked as CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist at The Summit Group Ny and CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist at Sequoia Financial Group Of New York And Vermont. Robin Davey holds Bba, Accounting from Siena College.
Company email context
Email format at Equitable Advisors
This section adds company-level context without repeating Robin Davey's masked contact details.
{first}.{last}@axa-advisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Robin Davey. Compare company email patterns before reaching out.
Profile bio
About Robin Davey
There is nothing more important to me than helping people work towards their goals. I have worked in the financial industry for over 40 years, guiding members of my community throughout the various stages of their financial lives, and watching them attain their own picture-perfect retirement.I grew up locally in a family that valued hard work and serving others. My husband John and I currently reside in Clifton Park where we raised our 3 children, who are now adults, married and parents themselves. We are now blessed to have 6 (soon to be 7) grandchildren who bring joy and happiness to our lives.I am a proud graduate of Siena College (BBA- Accounting) and the University of Albany (MS-Accounting-Taxation).After obtaining my CPA license, I spent the first half of my career assisting both individual and small business clients with tax and accounting matters. After far too many tax seasons, I felt inspired to help people navigate the complex financial stages of life. Based on this goal, I started my career as a financial planner in 2003. Financial phases can be as simple as setting up your first retirement plan, or as complex and confusing as funding children’s college education, planning for aging parents, long term care decisions, business planning, and estate planning. As you navigate these paths in life, my objective is to serve as your financial guide to help you work towards your goals.
Listed skills include Customer Service, Retirement Planning, Insurance Planning, Investment Advisory Services, and 13 others.
Current workplace
Robin Davey's current company
Company context helps verify the profile and gives searchers a useful next step.
Equitable Advisors
6 roles · 33 years
Robin Davey work experience
A career timeline built from the work history available for this profile.
Cpa, Cfp®, Clu, Ricp®, Cdfa®, Retirement Planning Specialist
Cpa, Cfp®, Clu, Ricp®, Cdfa®, Retirement Planning Specialist
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Sequoia Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e- mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
Cpa, Cfp®, Clu, Ricp®, Cdfa®, Retirement Planning Specialist
Retirement Planning Specialist
Sequoia Financial Group is not owned or operated by AXA Advisors or its affiliates. The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com
Aug 2003 - Jan 2020
Regional Controller
Mcdonald'S Corporation
1994 - 2001
~7 yrs
Team & coworkers
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 4200 employees →
JL
Joe Lagriola
Colleague at Equitable AdvisorsBoca Raton, Florida, United States
View →
AA
Ariella Addi
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
View →
SS
Suzanne Sharp, Mba
Colleague at Equitable AdvisorsGreater Chicago Area, United States
View →
RH
Ryan Hoffman
Colleague at Equitable AdvisorsUnited States
View →
AB
Alejandro Bruno
Colleague at Equitable AdvisorsRochester, New York, United States
View →
AD
Aaron D. Palmer, Cfp®
Colleague at Equitable AdvisorsTacoma, Washington, United States
View →
ND
Natasha Daniels
Colleague at Equitable AdvisorsGreater Orlando, United States
View →
CC
Christopher Cole
Colleague at Equitable AdvisorsCanfield, Ohio, United States
View →
AC
Alex Cunningham
Colleague at Equitable AdvisorsAlbany, New York, United States
View →
JK
John Knoll, Cfp®, Chfc, Ricp
Colleague at Equitable AdvisorsMarathon County, Wisconsin, United States
View →
Joe Lagriola
Colleague at Equitable AdvisorsBoca Raton, Florida, United States
View →
AA
Ariella Addi
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
View →
SS
Suzanne Sharp, Mba
Colleague at Equitable AdvisorsGreater Chicago Area, United States
View →
RH
Ryan Hoffman
Colleague at Equitable AdvisorsUnited States
View →
AB
Alejandro Bruno
Colleague at Equitable AdvisorsRochester, New York, United States
View →
AD
Aaron D. Palmer, Cfp®
Colleague at Equitable AdvisorsTacoma, Washington, United States
View →
ND
Natasha Daniels
Colleague at Equitable AdvisorsGreater Orlando, United States
View →
CC
Christopher Cole
Colleague at Equitable AdvisorsCanfield, Ohio, United States
View →
AC
Alex Cunningham
Colleague at Equitable AdvisorsAlbany, New York, United States
View →
JK
John Knoll, Cfp®, Chfc, Ricp
Colleague at Equitable AdvisorsMarathon County, Wisconsin, United States
View →
2 education records
Robin Davey education
Bba, Accounting
Master'S Degree, Accounting (Taxation)
FAQ
Frequently asked questions about Robin Davey
Quick answers generated from the profile data available on this page.
What company does Robin Davey work for?
Robin Davey works for Equitable Advisors.
What is Robin Davey's role at Equitable Advisors?
Robin Davey is listed as CPA, CFP®, CLU, RICP®, CDFA®, Retirement Planning Specialist at Equitable Advisors.
What is Robin Davey's email address?
AeroLeads has found 1 work email signal at @axa-advisors.com for Robin Davey at Equitable Advisors.
What is Robin Davey's phone number?
AeroLeads has found 4 phone signal(s) with area code 518 for Robin Davey at Equitable Advisors.
Where is Robin Davey based?
Robin Davey is based in Saratoga County, New York, United States while working with Equitable Advisors.
What companies has Robin Davey worked for?
Robin Davey has worked for Equitable Advisors, The Summit Group Ny, Sequoia Financial Group Of New York And Vermont, Axa Advisors, Llc, and Mcdonald'S Corporation.
Who are Robin Davey's colleagues at Equitable Advisors?
Robin Davey's colleagues at Equitable Advisors include Joe Lagriola, Ariella Addi, Suzanne Sharp, Mba, Ryan Hoffman, and Alejandro Bruno.
How can I contact Robin Davey?
You can use AeroLeads to view verified contact signals for Robin Davey at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Robin Davey attend?
Robin Davey holds Bba, Accounting from Siena College.
What skills is Robin Davey known for?
Robin Davey is listed with skills including Customer Service, Retirement Planning, Insurance Planning, Investment Advisory Services, Investment Planning, Client Education, Financial Planning, and Long Term Care Planning Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Robin Davey you were looking for.
View similar profiles
