Robyn Jameson
Robyn Jameson, CFP®, is a seasoned wealth advisor with nearly 20 years of experience. As the CEO of Trinity Financial Partners, she built a client-focused advisory firm that merged with Merit Financial Advisors in 2024. Now a Managing Director and one of the largest non-executive shareholders at Merit, Robyn and her team continue to serve high-net-worth clients. Her leadership reflects a commitment to personalized advice and strategic growth in the independent advisory space. Robyn has been part of the SEI Select Advisor Council for over a decade. She has spoken on multiple panels/conferences to other advisors about the benefits of partnering with SEI.
Berwyn, PA
Contact
www.linkedin.com/in/robyn-e-jameson
(610) 687-8040