Robyn Jameson

Robyn E. Jameson is a Certified Financial Planner (CFP®) and Certified in Long-Term Care (CLTC®) professional based in Berwyn, Pennsylvania. She holds CRD #4571916, has passed the Series 63 and Series 66 examinations, and is registered to provide investment advice in Pennsylvania and Texas. Public advisor records indicate roughly 21 years of experience in the finance industry, with the bulk of her career — about a dozen years — spent at Trinity Financial Partners. She completed her professional education through The American College of Financial Services, the institution behind the CLU/ChFC/CFP credentialing path.

Jameson was President and lead Financial Advisor of Trinity Financial Partners, a female-owned, Berwyn-based wealth management firm founded in 1972 that specialized in comprehensive planning — investment management, retirement and legacy planning, estate planning, insurance (life, disability, long-term care) and charitable giving. Under her leadership the firm grew to roughly $575–$603 million in assets under advisement (as of mid-2024) and maintained a nearly two-decade strategic partnership with SEI for asset management, custody, technology and operations. In September 2024 the firm publicly crossed the $500 million milestone.

On December 6, 2024, Trinity Financial Partners joined forces with Merit Financial Advisors, adding about $603 million in client assets and giving Merit its third Pennsylvania office. Merit — which received a minority investment from Wealth Partners Capital Group in December 2020 — counted Trinity as its 29th partnership, bringing Merit's total assets to roughly $11.84 billion (as of June 30, 2024). Jameson now serves as a Managing Director, Partner and Wealth Manager at Merit, continuing to run the Berwyn practice with her existing client-service and operations team.

She has earned outside recognition for her work, including a Forbes Top Advisor (SHOOK Research–determined) profile and a Fortune magazine "Women in Wealth" / Five Star Wealth Manager feature (November 2020 issue).

• Comprehensive, client-by-client wealth management rather than startup investing. In her own words: *"Growth only happens by engaging with one client at a time, offering them our sole focus and expertise, and leaning into what they value and want to achieve."*
• Planning-led philosophy — the practice's tagline is helping families *"Plan with Purpose,"* covering investment management, retirement income, estate/legacy planning, education planning, cash-flow analysis, charitable planning and risk management.
• Institutional implementation via SEI: separately managed accounts (SMAs), Unified Managed Accounts (UMAs), custody structures and integrated technology — a nearly 20-year relationship.
• Values-driven partner selection: on merging with Merit she cited finding *"a firm that shares our values and commitment to client service"* as the deciding factor.