Donald Robbins

Donald Robbins, LUTCF, serves as President and founder of Robbins Financial Group, LLC (RFG), a wealth management firm located in Charlotte, North Carolina. RFG works with high-net-worth individuals, families, and business owners. For more than two decades, he has based his practice on the idea that advisors should be responsible to their clients and free of competing interests. This principle guides the firm's operations and client relationships.

Financial Advisor Donald Robbins studied economics at Elon University while participating as a college athlete. He completed his bachelor's degree in three years and earned his North Carolina insurance license as an intern. After graduation, he returned to Pittsburgh, Pennsylvania, and accepted a position as a financial advisor with MetLife. He preferred its entrepreneurial, merit-based structure to a salaried brokerage role and has never held a salaried position since. In 2001, he received MetLife's Rookie of the Year recognition and later earned Top Producer honors.

In February 2005, he created RFG after achieving top advisor status at two of the country's largest life insurers¹. He developed the firm around two central ideas: advisors should answer to their clients, and institutions entrusted with client capital should prioritize the long term.

In March 2015, after a multi-year due diligence process, he transitioned the practice to MML Investors Services, LLC. All 321 client households asked to make the transition followed him. RFG subsequently grew more than fivefold while adding experienced professionals in operations, advisory, and consulting roles. In 2023, the firm acquired Executive Benefits International, expanding its executive benefits capabilities.

Across 26 years of practice, he has advised athletic directors, professional athletes, entrepreneurs, executives, and physicians. His work includes wealth management, trust and estate planning, executive deferred compensation strategies, tax mitigation strategies, retirement income planning, and business succession work. RFG coordinates with attorneys, accountants, and specialists to integrate these areas into each client's overall plan.

Financial Advisor Don Robbins continues to lead RFG with a focus on client accountability, lasting relationships, coordinated planning, and long-term financial decisions.