James M. Robbins, CIMA®
Shareholder, Senior Client Advisor; Chair, Meristem Investment Committee
Through experience working in his youth, Jim Robbins realized that the concept of building wealth through service to others was important. These qualities continued to deepen and grow as he earned a BA in Economics, his CIMA designation and worked alongside Charlie Maxwell for 24 years to create what is now known as Meristem.
Jim’s responsibilities over the years have run the full spectrum. While his current responsibilities primarily revolve around helping Meristem’s clients and their families, he also imparts to the client advisor professionals he leads the importance of the significant role they play in partnering with their clients to reach their financial goals. Jim is the Chair of Meristem’s Investment Committee. Jim’s good-natured (and good-humored) attitude draws a collaborative team of advisors who serve Meristem families by generating a process around complex financial lives. He enjoys spending time with his wife and their four children.
Partner, Senior Client Advisor, 2005 – present
Client Advisor, 2003 – 2005
Advisors Financial Services
Client Advisor, 1999 – 2003
CIGNA Financial Advisors/Lincoln Financial Group
Registered Representative, 1996 – 1999
University of Minnesota – Duluth
BA, Economics (1996)
Certified Investment Management Analyst, CIMA® (2004)
Series 65 (2015)
Investment Management Consultants Association, Member
Exercising, golfing, spending time with family, and relaxing ‘up north’ at the cabin