Robyn Lawhon
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Santa Clarita, CA 91355
Credentials
CFP®, Series 63, Series 65
Industry experience
36 years
Robyn Lawhon serves as an Associate Resident Director and Wealth Management Advisor at Merrill, where she provides personalized wealth management strategies tailored to clients' individual goals and changing market conditions. She offers clients access to Merrill’s investment insights alongside Bank of America's banking and lending solutions. Her approach centers on developing a comprehensive Personal Wealth Analysis to align financial planning with clients' priorities, particularly for those navigating major life events or seeking clarity about their financial future.
Robyn’s expertise encompasses areas such as college education planning, family wealth management, retirement planning, portfolio management, tax minimization, and supporting women with wealth. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Her educational background includes a high school diploma from Vinita High School. Robyn is also involved in professional organizations such as CIVMIL.
Originally from Oklahoma, Robyn relocated to Southern California in 2005. Outside of her professional responsibilities, she enjoys painting with watercolor and acrylics, golfing, reading, traveling—particularly around the American Southwest—and spending time with her family. She is interested in genealogy and participates in community volunteer activities aligned with Merrill’s tradition of engagement.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2002 - Present (24 years)
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