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Laura Tarbox, CFP® President |
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Michael Nozzarella, CFP®Vice President and
Managing Director |
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Mark Wilson, APA, CFP®
Vice President |
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Shannon O'Connell Portfolio Manager |
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Estelle Robinson Vice President and Operations Director |
500 Newport Center Drive, Suite 500
Newport Beach, CA 92660
Phone: (949) 721-2330
Fax: (949) 721-0734
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Estelle Robinson has been the operations director for The Tarbox Group, Inc. since 1989.
She is responsible for all client quarterly reporting and tax reporting; daily portfolio data verification and reconciliation of managed accounts and internal financial accounting.
In addition, Estelle handles Human Resources and directs the administration of the computer network maintenance and operation; new account establishment; account transfer and rollover processing; SEC compliance reports and maintenance of all client records.
She also manages all operations and administrative staff. Estelle is a Notary Public and a member of the National Notary Association.
To read more about Estelle Robinson, please click here.
