Robin Woodell has been an investment adviser representative at Miai since January 2026, and is not listed among the firm’s executive officers or direct owners. Robin Woodell holds an Undergraduate degree in education and a Master's degree in vocal performance.
Miai, Inc. is a Dallas, TX firm with $213M under management, 276 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Robin Woodell is Founder & Financial Planner of Emerald Financial Group, based in Matthews, North Carolina. She entered the financial services industry in 2005, after eight years as a professional opera singer. Her work includes building comprehensive financial plans for families and small businesses, recommending appropriate strategies and managing investments.
Robin Woodell’s longest registration was 11 years at Prudential Financial Planning Services (2007–2018). Before joining Miai in 2026, Robin Woodell was registered through Hornor, Townsend & Kent, LLC and Prudential Financial Planning Services.
- Blueprint Financial AdvisorsAlso current– present · under a yearMatthews, NC · Adviser representative · Firm CRD 315570
- Hornor, Townsend & Kent, LLC– · 7 yearsCharlotte, NC · Adviser representative · Firm CRD 4031
- Prudential Financial Planning Services– · 11 yearsCharlotte, NC · Adviser representative · Firm CRD 5685
Professional designations
Listed by Miai
- CFP®
- CEPA®
Investment adviser representative registrations
Robin Woodell is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- North CarolinaSince 23 January 2026
- South CarolinaSince 23 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 June 2009 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 28 May 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 October 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robin Renee Woodell
- CRD
- 5400528
- Firm
- Miai · CRD 111695
- Office
- 1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- myemeraldfinancial.com
Where does Robin Woodell work?
Robin Woodell is an investment adviser representative registered through Miai, Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robin Woodell a financial advisor?
Yes. Robin Woodell has a current investment-adviser registration in North Carolina and South Carolina, through Miai since January 2026.
How many years of experience does Robin Woodell have?
Robin Woodell has 19 years in the financial industry, since August 2007, across 4 adviser firms.
What exams has Robin Woodell passed?
Robin Woodell has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 26 and Series 7. The earliest, the Series 6, was passed in August 2007. FINRA credited Robin Woodell with the SIE, which began in October 2018.
Where did Robin Woodell work before Miai?
Before Miai, Robin Woodell was registered through Hornor, Townsend & Kent, LLC, October 2018 to January 2026; Prudential Financial Planning Services, October 2007 to October 2018.
Where is Robin Woodell based?
Robin Woodell’s registered office is in Charlotte, NC.
Is Robin Woodell registered with FINRA?
Yes. Robin Woodell has a current broker registration, under CRD 5400528.
Source: FINRA BrokerCheck
Is Robin Woodell a CFP?
Miai lists Robin Woodell with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Robin Woodell, CFP®, CEPA® biography, myemeraldfinancial.com
How can I verify Robin Woodell’s record?
Search CRD 5400528 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robin Woodell’s full registration record.
