ADVISORS

Roberta K. Scanlon

Financial Advisor

Syracuse, NY

Robbie has lived in Manlius, New York for the past thirty years. Her two children are grown, a son Sid who is a PA in Virginia and a daughter Ashley who is a Math teacher at Liverpool High School. While raising her family, Robbie was active as a volunteer in the Fayetteville-Manlius school system for 14 years. She has been active in the Manlius community, volunteering time for special events in the village as well as holding elected positions with the Manlius Chamber of Commerce. For a number of years she was actively involved in raising capital for WCNY, a local public broadcasting station.

Returning to the work force in 1999, Robbie became a Financial Advisor with a global financial firm where she gained the designation of a Certified Financial Manager and Wealth Management Professional.  Current licenses through the Financial Industry Regulatory Authority (FINRA) include: General Securities Sales Supervision (Series 9 & 10), General Securities Representative (Series 7), State Securities Agent (Series 63), Investment Company Products/Variable contracts (Series 6), Registered Investment Advisor (Series 65), Managed Futures (Series 3) and New York State Insurance licenses for Life, Accident, Health and Long Term Care Insurance.

An individual investment solution with attention to personal needs are central to Robbie’s style and approach.

email Robbie at: rscanlon@pinnacleinvestments.com