Robin Edgar
Concorde Investment Services Recruiter
Robin Edgar has a dual role with Concorde. With more than 33 years of financial services industry experience, Robin is a wealth strategist and owner of Wealth Progression Group and overseas a large individual practice along with serving as Concorde’s Senior Recruiter.
Robin has a large client base and understands the importance of getting new advisors into this industry and she is passionate about talking with prospective reps about how Concorde’s entrepreneurial environment has helped her, and other Concorde advisors grow successful practices. She believes that the advisors and broker-dealers that have a visionary, holistic approach to planning and tax solutions will be more needed and aligned with the clients, than those that just stick with the traditional investment strategies.
Robin holds a Bachelor of Science in Accounting from Buena Vista University and the following licenses:
- Series 7, 24, 63 and 65
- Life and Health Insurance License
- Variable Life and Annuity License
Robin lives in Excelsior, MN with her husband, Mike. She has two grown daughters and four grandchildren. Robin loves to do volunteer work at her church, travel, and spend time with her kids and grandkids.