5 Maxwell Drive, Suite 100
Clifton Park, NY 12065



Robin A. Davey CPA, CFP, CLU, RICP, CDFA

Robin A. Davey CPA, CFP, CLU, RICP, CDFA

Wharton Certified Retirement Planning Specialist

Ms. Davey earned a BBA in Accounting from Siena College and a Masters of Science in Accounting (Taxation) from the University of Albany. She has 35 years of financial experience, including corporate finance and accounting. Ms. Davey is a Certified Public Accountant (CPA). She holds the Certified Financial Planner (CFP) professional certification. She earned the Chartered Life Underwriter (CLU) professional designation, the world's most respected designation of insurance expertise.

Ms. Davey has also earned a certificate in retirement planning from the Wharton School of the University of Pennsylvania for attending the At Retirement Program. She was one of only 50 financial professionals participating in the inaugural session of this elite program who where selected from more than 3,300 AXA Advisors financial professionals nationwide. She is a graduate of the AXA Institute, an advanced asset allocation concept and practice management course led by Harvard University professors. In 2011, she was a recipient of the Real Life Stories client service award and her story was featured in Parents and O magazines.

Ms. Davey focuses on helping business owners and individuals achieve their financial goals. She provides expert advice on a broad range of financial topics including: life and health insurance, insurance law, income taxation, investments, pension planning, retirement planning, financial planning, college planning, estate planning, business planning strategies, and group benefits.

Active in the community and professional organizations, Ms. Davey is a member of Southern Saratoga Chamber of Commerce, a mentor for the Freihofers Training Challenge, a volunteer at the Schenectady City Mission, and a recent graduate of the 2014 Saratoga County Executive Institute.

Ms. Davey resides in Clifton Park, NY with her husband, John.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (518) 373-7357
Fax (518) 373-7373
Mobile Phone (518) 573-0207
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck