Karen Seiter

Robyn Roberts is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their personal financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Robyn provides guidance on a range of financial topics, including investing, retirement planning, and preparing for unexpected expenses. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Robyn holds the Personal Investment Advisor (PIA) designation and completed her high school education at Pascagoula High School. Her approach centers on uncovering what matters most to clients and their families in order to create tailored financial strategies. She maintains ongoing communication with clients to address evolving needs and concerns.

W Garner Jeffery is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1998. He specializes in family wealth management strategies, legacy planning, and personal retirement planning, drawing on 27 years of experience in the industry. Mr. Jeffery holds a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama. He has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Private Wealth Advisor® (CPWA®) professional designations. He is also a Personal Investment Advisor (PIA). Active in his community, Mr. Jeffery is a Governing Board Member of Goodwill Easter Seals of the Gulf Coast and participates in youth sports initiatives. He and his wife, Virginia, have five children and have roots in Mobile, where he was born and raised.