Welcome to Lake View Financial Services! 


My name is Robin Morrell. I am a CERTIFIED FINANCIAL PLANNER professional and Financial Advisor, located in Weare, New Hampshire.

I service mostly the Greater Manchester area, but I have clients living all over the U.S. - I am securities licensed in the states of Arizona, Florida, Maine, Maryland, Massachusetts, New Hampshire, Rhode Island, Texas, Vermont & Washington. I am insurance licensed in the states of Florida, Maine, Massachusetts & New Hampshire.

I began my career in the financial services industry in 1983. I obtained my CFP® certification in 2006, and have been an independent advisor since 2009. Please visit my "About Me" page, for more details!

If you are looking for someone to help you begin your planning and investment journey toward reaching your financial goals, or would like someone to review and help manage your current portfolio, I would welcome the opportunity to meet with you and see if we might be a good fit for each other. 


Reach out to me at the number below, or message me through my "Contact Me" page, with any preliminary questions you may have. 

I look forward to hearing from you! 🙂