My Story

My personal passion led me to explore the concept of Investing for Positive Change. I believe that successful people can use their money to effect the kind of change that we desperately need. As the population of the planet grows, and the strain on our resources increases, we need to support the private sector as it searches for solutions. Governments are unlikely to solve our global problems. But money can … money that is invested wisely, in companies that are creating the kind of international solutions we need.I have the experience, the knowledge and (crucially) the passion to lead investors who want to make a positive change for their world, their financial lives and their families.
Services Include
  • Professional Portfolio Management1
  • Financial Planning2
  • Lending Products
  • Annuities3
  • Estate Planning Strategies4
  • Life Insurance5
  • Long Term Care Insurance6
  • Retirement Planning7
  • Sustainable Investing8
  • Wealth Management9
Securities Agent: TX, OK, NH, ME, VT, VA, UT, SC, RI, PA, NY, NM, NC, MD, MA, IL, ID, HI, GA, FL, DC, CT, CO, CA, AZ, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1268463
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

CFP - Certified Financial Planner

As Branch Office Manager in Portland, ME for 13 years, Robin served on the CEO’s Diversity Advisory Board. With over 25 years at Morgan Stanley, Robin has worked as a Financial Advisor in Boston and Portland. She earned a Bachelor’s degree from Bates College in Mathematics and an MBA from Boston University. 

Robin is among a select group of Family Wealth Directors who have training and access to help meet the complex, and often unique, needs of families with wealth. Specialized wealth advisory services include family governance and dynamics, philanthropic services, wealth preservation and investment management.

An inaugural member of the Olympia’s Leaders Advisors, within the Olympia Snowe Women’s Leadership Institute, she mentors high School girls to cultivate their Values, Voice and Vision. Robin is the chair of the American Heart Association’s “Go Red for Women” annual event in Maine. Robin serves on the board of the Maine Women’s Fund and its Investment Committee and is also a board member and past president of Women Standing Together mentoring women entrepreneurs and leaders in Maine.  At First Parish Church in Yarmouth, Robin heads the Endowment Committee and serves on the Church Council. Active with Bates College Alumni, Robin acts as a Lead Class Agent, Mount David Society and College Key Member, and on the Portland Bates Network Committee. 

Robin worked with Safe Passage supporting education of children living in the Guatemala City garbage dump. With BuildOn, her family built a school in Mali, Africa. She lives in Yarmouth, ME where she enjoys singing, skiing, golf, hiking, biking, kayaking, and other wonders of Maine with her husband Art Bell and their three children: Becca, Geoff, and Chris.

Robin holds a NMLS #1268463, Life & Health Agent, and Series 3, 7, 9, 10, 63, 65. She is a CERTIFIED FINANCIAL PLANNER™, a Family Wealth Director and a Senior Portfolio Manager.

    Community Involvement

    An inaugural member of the Olympia’s Leaders Advisors, within the Olympia Snowe Women’s Leadership Institute, she mentors high School girls to cultivate their Values, Voice and Vision. Robin serves on the board of the Maine Women’s Fund and its Investment Committee. She is also a board member and past president of Women Standing Together mentoring women entrepreneurs and leaders in Maine.  At First Parish Church in Yarmouth, Robin heads the Endowment Committee and serves on the Church Council. Active with Bates College Alumni, Robin acts as a Lead Class Agent, Mount David Society Member, and on the Portland Bates Network Committee. 



    Robin worked with Safe Passage supporting education of children living in the Guatemala City garbage dump. With BuildOn, her family built a school in Mali, Africa.

      Working With You

      With decades of experience combined with the unparalleled resources of Morgan Stanley I create a sense of comfort about your ability to meet your financial goals. I will guide you on your journey to and through retirement answering questions such as:

      * How should my assets be managed for the best likelihood of meeting my financial goals?
      * What is the best way to fund my children’s and grandchildren’s education?
      * When can I retire? What will my Retirement Paycheck look like?
      * When should I begin taking Social Security?
      * How can I ensure that I leave the Legacy that I intend?
      * Now that I am on my own, how do I get a handle on my finances?
      * Can I align my investments with my values with a focus on Environmental, Social and Governance issues while still investing for my future?

      I begin with a process of deep discovery to learn about what is important to you. I then work with you to develop a defined financial plan and implement a disciplined investment process based on the wealth of research from MS. Because my clients are extremely important, I work to consistently deliver a distinguished client service experience.

        My Clients

        I focus on sustainable family wealth management working with Families and Business owners who are ready to take care of their financial wellness. I help them realize their dreams and goals with a focus on Investing for positive change, applying ESG considerations of Environmental , Social and Governance.

          Location

          100 Middle St
          3rd Fl
          Portland, ME 04101
          US
          Direct:
          (207) 771-0888(207) 771-0888
          Toll-Free:
          (800) 442-6722(800) 442-6722
          Fax:
          (207) 771-0870(207) 771-0870

          Investment and Market Perspectives

          On the Markets

          Retirement

          Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
          • 401(k) Rollovers
          • IRA Plans
          • Retirement Income Strategies
          • Retirement Plan Participants
          • Annuities
          The Simple Six-Step Retirement Checkup

          The Simple Six-Step Retirement Checkup

          Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

          Investing

          Working closely with you to guide your wealth and investments through the most challenging market cycles.
          • Asset Management
          • Wealth Planning
          • Traditional Investments
          • Alternative Investments
          • Impact Investing
          Investing in Artificial Intelligence and Automation

          Investing in Artificial Intelligence and Automation

          AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

          Family

          Creating customized financial strategies for the challenges that today's families face.
          • Estate Planning Strategies
          • 529 Plans / Education Savings Planning
          • Long Term Care Insurance
          • Special Needs Planning
          • Trust Services
          From Clueless to Clued In: Teaching Teens About Money

          From Clueless to Clued In: Teaching Teens About Money

          As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

          Business Planning

          Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
          • Succession Planning
          • Business Planning
          • Retirement Plan Sponsors
          • Qualified Retirement Plans
          • Corporate Pension Funds
          Facing Financial Stress? Your Employer May Be Able to Help

          Facing Financial Stress? Your Employer May Be Able to Help

          Many of us face money worries. You may be able to get advice and education from an unexpected source.

          Philanthropy

          Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
          • Endowments
          • Foundations
          • Donor Advised Funds
          • Impact Investing
          Choosing an Environmental Charity

          Choosing an Environmental Charity

          There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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          Ready to start a conversation? Contact Robin Hodgskin today.
          Market Information Delayed 20 Minutes
          Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

          1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

          2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

          3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

          5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

          9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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