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Team Profiles

Robin L. Smith | CFA, CFS, EA

(770) 433-8444

(770) 433-8455

Robin Smith is President & CEO of CapitalCrest Advisor Network, LLC®. He has 30 plus years of financial planning and investment management experience with some of the leading financial institutions in the United States. Most recently, he has had the pleasure of working with hundreds, if not thousands of the leading independent tax professionals across the United States as senior portfolio manager, head of the portfolio management department and member of the Investment Policy Advisory Board for H.D. Vest Advisory Services (HDVAS), a subsidiary of H.D. Vest Inc. Robin was instrumental in the design, development, implementation and management of H.D. Vest Advisory Services’ investment management programs. His background is in quantitative model development, asset management, securities analysis and marketing support for these programs.

Prior to joining HDVAS, Robin was with First Union Corporation (now Wells Fargo) as Director of Quantitative Research where he developed, backtested and implemented successful quantitative investment styles, co-managed common trust funds with full discretion and helped supervise and train junior analysts.

Robin holds the Chartered Financial Analyst (CFA) designation and as an investment professional, is a member in good standing with the National Institute of Chartered Financial Analysts and the Atlanta chapter of Chartered Financial Analysts.
 
Robin holds the Certified Fund Specialist (CFS) designation and as a mutual fund expert, has maintained a professional relationship with the Institute of Business & Finance for continuing education.
 
Robin also holds the Enrolled Agent (EA) designation and as a tax professional, is a member of the National Association of Enrolled Agents and the Georgia Association of Enrolled Agents.

Robin’s FINRA securities licenses include the Series 7 (General Securities Representative) , 24 (General Securities Principal), 63 (Uniform Securities Agent), 65 (Uniform Investment Adviser)

Robin is a lifetime member of the University of Nebraska alumni association (Cornhusker) with a Bachelor of Business Administration degree and a concentration in Finance and Mathematics.

Finally, Robin is proud to have served his country during two deployments in Vietnam from 1969 to 1972.  During his second deployment in the Navy, he served as the supervisor of an air track coordination team aboard the USS Kitty Hawk.