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Robyn E. Jameson, CFP®, CLTC®

Robyn E. Jameson, CFP®, CLTC®

Financial Advisor

Followers of Robyn E. Jameson, CFP®, CLTC®1000 followers
location of Robyn E. Jameson, CFP®, CLTC®Greater Philadelphia

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  • Timeline

  • About me

    Managing Director, Partner, Wealth Manager

  • Education

    • The American College

      -
      CFP®

    • University of North Carolina at Greensboro

      -
      BS Business

      Summa Cum Laude

  • Experience

    • Lehigh Valley Financial Group

      May 2002 - Dec 2009
      Financial Advisor

    • Trinity Financial Partners

      Jan 2010 - Dec 2024
      President & Financial Advisor

      www.trinityfinancialpartners.com

    • Merit Financial Advisors

      Dec 2024 - now
      Managing Director, Partner

      Trinity and Merit completed a successful merger as of 12/6/2024. Merit’s Awards and Accolades:- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work by InvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron's Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 2020 - 2024 Inc. 5000 Fast Growing Private Companies in AmericaInvestment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser Show less

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board

  • Honors & Awards

    • Awarded to Robyn E. Jameson, CFP®, CLTC®
      1,000 Advisors to Watch AdvisorHub Jun 2025
    • Awarded to Robyn E. Jameson, CFP®, CLTC®
      $100M Club - Top Female Advisors Investment News May 2025
    • Awarded to Robyn E. Jameson, CFP®, CLTC®
      Invest In Women - Conference Speaker Investment News Feb 2025
    • Awarded to Robyn E. Jameson, CFP®, CLTC®
      5-Star Financial Planners 2025 Investment News Jan 2025
    • Awarded to Robyn E. Jameson, CFP®, CLTC®
      FIVE STAR Wealth Manager Award - 11 Years and counting...as featured in Philadelphia Magazine and USA Today

  • Volunteer Experience

    • Board of Directors

      Issued by Chester Ridley Crum Watersheds Association on Feb 2025
      Chester Ridley Crum Watersheds AssociationAssociated with Robyn E. Jameson, CFP®, CLTC®

    • Chair - Development Committee

      Issued by DCCS School on Sept 2023
      DCCS SchoolAssociated with Robyn E. Jameson, CFP®, CLTC®

    • Board Member - EAPA Association

      Issued by The Episcopal Academy on May 2015
      The Episcopal AcademyAssociated with Robyn E. Jameson, CFP®, CLTC®

    • Board President

      Issued by The Heritage School on Sept 2010
      The Heritage SchoolAssociated with Robyn E. Jameson, CFP®, CLTC®

    • Board Member

      Issued by Equi-librium, Inc. on Jan 2004
      Equi-librium, Inc.Associated with Robyn E. Jameson, CFP®, CLTC®

    • Board Member

      Issued by EXECUTIVE WOMENS GOLF ASSOCIATION INC on Jan 2005
      EXECUTIVE WOMENS GOLF ASSOCIATION INCAssociated with Robyn E. Jameson, CFP®, CLTC®

    • Board Member

      Issued by Junior League of the Lehigh Valley on Jan 2004
      Junior League of the Lehigh ValleyAssociated with Robyn E. Jameson, CFP®, CLTC®