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Robyn E. Jameson, CFP®, CLTC

Robyn E. Jameson, CFP®, CLTC

PRESIDENT / FINANCIAL ADVISOR

Robyn considers it a privilege to intimately serve each Trinity client. Robyn is a CERTIFIED FINANCIAL PLANNER™ practitioner and has received national recognition for her work with clients and has been a featured speaker at various regional and national events on industry topics. In 2018 she was awarded the Women’s Choice Award for Financial Advisors and was highlighted in the USA Today. For the past 5 years, she has been featured in Philadelphia Magazine and named a recipient of the Five Star Wealth Manager Award. 

Robyn is actively involved in the community and has served on the boards of The Heritage School, The Episcopal Academy Parent’s Association, Equi-librium, The Junior League, and the Executive Women’s Golf Association. She is passionately involved in her church and is presently on the executive committee of a local ministry for women. Robyn graduated summa cum laude from the University of North Carolina at Greensboro where she captained the Women’s Volleyball team. She attended The American College for her CFP® education. Perhaps her greatest title is that of Mom, and is blessed by the love and support of her husband and four children.