Robin A. Lovely, MBA, CFP®, CDFA™

Robin A. Lovely, MBA, CFP®, CDFA™

Financial Advisor & Financial Services Representative

Domicile State: MA
Phone: 781-319-1436
E-mail:
 

Robin has spent her career bringing together the “soft skills” of empathetic listening, compassion and responsive­ness with the “hard” skills of detailed analysis, evaluation and problem solving. As a former nurse manager and health care operations executive, she used these skills for the benefit of her staff and the organizations she man­aged. Since 1998 she has been providing financial and investment advice to business owners, professionals, retirees and women in transition. She feels that this is the work she was meant to do, and is a perfect fit for her skills and personality. 

Robin received her RN from Hartford Hospital School of Nursing in 1976, BSN from Northeastern University in 1981 (summa cum laude) and an MBA from Harvard Business School in 1985. She holds the Certified Financial Planner designation (CFP®) and has completed additional education in divorce planning through the Institute for Divorce Financial Analysts.

Robin has been an active Rotarian since 1998 and has served in every Board role through her involvement in various Clubs including Martha’s Vineyard and Providence, RI. She was the President of the Rotary Club of Warwick, RI in the 2011-2012 year. She was previously a member of the Executive Board of Cornerstone Adult Services, now a member of the St Elizabeth Community. Robin has served in numerous leadership roles for a variety of women’s business and networking organizations.

Robin is married to John Palfrey who is the Director of Occupational Health for Cape Cod Health Care. They live in Plymouth, MA with their Portuguese water dog, Truman. Between them they have five children and four grandchildren. They can usually be found “on the water” either in their classic 45 foot steel trawler “Meander” or their 18 foot Marshall Catboat “Sweet Pea”.

Robin's primary office is located in Marshfield, MA but she is also available to see clients in E. Providence, RI or any of Baystate’s other offices.