Robin Potenza

LPL Registered Administrative Associate

Robin joined Franz Tatum Wealth Management in July 2017 as an LPL Registered Administrative Associate.

Robin began her career in the financial services industry in 1980 working at Thomson McKinnon Securities in New York City.  Robin went on to work at Merrill Lynch in New York and then in Palm Springs after she relocated to the Coachella Valley in 1982.  From 2003 until 2017 she worked at UBS Financial Services Inc. in Indian Wells, CA. 

Robin earned a B.S. in agriculture from Cornell University and an A.A.S. from the State University of New York, Farmingdale.

Robin and her husband, Nick, live in La Quinta and have two grown daughters, Christine and Janet. Robin enjoys spending time with her grandchildren, pets, doing arts and crafts, travelling, camping, reading and cycling.

Series 7 registration held with LPL Financial

Series 66 registration held with LPL Financial and WCG Wealth Advisors, LLC

CA Insurance Lic#0G12553