As the Managing Director of The Robinson Financial Group, Leo customizes and implements a goals-based wealth management plan designed to meet your unique needs. With decades of experience advising executives, business owners, divorcees, and surviving spouses, Leo has a solid understanding of individual and family challenges. With his personalized systematic approach, Leo helps you grow, protect, and transfer wealth while mitigating risk and managing the impact of taxes. He also helps you understand the importance of a customized, goals-based investment plan that reflects your individual objectives.

Prior to joining Wells Fargo Advisors, Leo was a Senior Vice President, Senior Portfolio Management Director, and Financial Advisor at Morgan Stanley and Vice President and Financial Advisor at UBS. He holds Series 7 and 66 securities registrations, as well as a state insurance license for life and long-term care. Leo earned a degree in Psychology and Business from the University of Rhode Island.

Leo lives in Boston, MA, and is the father of two college students. He is involved in many charitable organizations and fundraising. Leo volunteers with and serves on the board of the Jett Foundation, helping children and families affected by Duchenne Muscular Dystrophy, and is its past Chairman. He also volunteers as an instructor for Vermont Adaptive Ski and Sport where he teaches skiing and snowboarding to at-risk kids and helps people of all disabilities enjoy the outdoors through skiing. Leo is involved with his local community and has served on the board of the Marshfield Country Club as its Membership Chairman. He enjoys snowboarding and boating.

Tom has over 25 years of experience in the financial services industry, delivering personalized wealth management strategies for affluent individuals and families. As a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Plans Specialist (CRPS®), Tom provides clients with a high level of expertise in comprehensive financial planning, investment management, and retirement solutions. Tom specializes in designing customized portfolios and business-focused strategies that align with each client’s goals and risk tolerance. His planning-based, holistic approach allows him to craft tailored investment solutions that seek to optimize long-term financial outcomes.

Prior to co-founding The Robinson Financial Group, Tom held roles as a Commercial Lender with Citizens Bank and as a Financial Advisor with Merrill Lynch and UBS. His diverse background enables him to address a wide range of financial needs with insight and clarity. Tom holds a degree in Finance from the University of Rhode Island. He lives in Attleboro, Massachusetts, with his wife and two children. Outside the office, Tom is an avid athlete and passionate about baseball, golf, and running—having completed the Chicago Marathon and several half-marathons.

Patrick Kelley joined The Robinson Financial Group as a financial advisor in January 2023. As a Certified Exit Planning Advisor (CEPA®), Patrick has a passion for working with entrepreneurs and business owners to increase the valuation of their business valuations and formalize their succession plans. He readily builds trusted, long-term relationships with our clients and our strategic partners that serve as the foundation of our comprehensive advice and planning. Patrick also applies his exceptional creative and organizational skills in managing our client webinars, workshops, and appreciation events.

Patrick graduated from Endicott College in 2020 with an MBA. Prior to joining Wells Fargo Advisors, he began his professional career as a Project Manager for a small construction and logistics company in Vermont. He then went on to become a Property and Rental Manager for a short-term vacation rental in Wolfeboro, New Hampshire. He currently lives in Arlington, Massachusetts where he enjoys the outdoors and traveling the world with his family.

As the group’s Investments and Planning coordinator, Klay manages the day-to-day aspects of your customized wealth management plan. Providing you with the highest level of personal service, Klay coordinates with you to gather and organize financial documents and data, schedule portfolio reviews, and manage your financial statements and accounts.

Klay joined Wells Fargo Advisors in 2019 after graduating from University of Massachusetts, Lowell with a Bachelor of Science in Finance. Prior to joining Well Fargo Advisors, he began his financial services career as a Client Service Representative with Putnam Investments where he earned multiple client service DALBAR awards. Klay is currently a CFA Level II candidate.

Klay lives in the Boston area and enjoys supporting his favorite sport teams, golfing, traveling, and spending time with family and friends in his free time.

Ryan Robinson joined The Robinson Financial Group of Wells Fargo Advisors in 2024 as a Client Associate, where he supports clients with a wide range of account and service needs. He plays an active role in managing account administration, preparing materials for advisor meetings, coordinating client communications, and ensuring each interaction is handled with professionalism, efficiency, and care. His focus is on delivering exceptional client experience across all points of contact.

Ryan brings prior experience from a fintech startup and WeWork, where he worked in client-facing roles that emphasized adaptability, communication, and relationship management. He graduated from Dartmouth College in 2020 with a degree in Economics, where he developed a strong foundation in research, analysis, and strategic thinking. His background in both client service and analytical work allows him to contribute to the operational and support functions of the group’s work with precision and insight.

Ryan works across the Boston and Manhattan offices and currently lives in Brooklyn. A lifelong athlete, he competed at the collegiate and international levels in rowing. In his free time, he enjoys skiing, biking, hiking, and exploring new neighborhoods around New York City.

Zach Gagne joined Wells Fargo Advisors in 2023 as a Client Associate in our Providence office. In this role, Zach provides account administration, prepares materials for advisor meetings, coordinates client communications, and delivers an exceptional experience across all points of client communication. Zach demonstrates exceptional professionalism, efficiency, and communication when facilitating clients interaction with our group.

Prior to joining Wells Fargo, Zach was a Mortgage Processor with Embrace Home Loans and held positions with Santander Bank as a Senior Business Client Representative and a Senior Underwriter. His experience across multiple business environments allowed Zach to fine tune his analytical and interpersonal skills while helping clients achieve their goals. Zach graduated from Lasell College in 2009 with a degree in Sports Management and Mathematics. While at Lasell, he was a 3-year captain for the men's soccer program. He currently resides in East Providence, RI, with his wife and daughter. He enjoys spending time with friends and family, golfing, biking, and watching a wide variety of sports.