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Robin Roseman

Advisor at Southstate Private Capital Management LLC

Updated today
Southstate Private Capital Management LLC logo

Firm

Southstate Private Capital Management LLC

Location

Appling, GA

Credentials

Series 63, Series 65

Industry experience

19 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Work history

Private Capital Management, LLC

2026 - Present (1 year)

South State Bank

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael D

Series 63, Series 66

Evans, GA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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James L

Series 66

Evans, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Military & Veterans Doctor or Medical Professional Founder/Business Owner

Christopher W

Series 63, Series 66

Evans, GA

Merrill

Christopher White is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008, where he is a partner in RGRWT & Associates. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning. Christopher specializes in working with high-net-worth individuals and their families to build, preserve, and manage wealth across generations. His expertise includes areas such as divorce transition planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. He and his team focus on providing personalized, integrated strategies aligned with clients' values and objectives. He earned a bachelor's degree from SUNY College at Brockport. Christopher has been involved in his community through leadership roles on boards for organizations including the YMCA, United Memorial Medical Center, Leadership Genesee, and United Way. He lives in Batavia, New York, with his wife and has two grown daughters.

General retirement planning Retirement income strategy Wealth management Family Business General estate planning guidance

Meredith G

Series 66

Martinez, GA

Merrill

Meredith Guedry is a Senior Financial Advisor at Merrill Lynch Wealth Management with fifteen years of experience in the financial industry. She works closely with affluent, multi-generational families and businesses, focusing on areas such as executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Meredith is committed to developing customized long-term financial strategies based on her clients' personal goals. Meredith grew up in Rock Hill, South Carolina, and attended the South Carolina Governor's School for the Arts and Humanities. She earned a Bachelor's Degree in Finance from the University of North Carolina. She holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Meredith is a legacy leadership member of the Women's Junior League of Augusta and a graduate of the Leadership Augusta Class of 2019 and Leadership North Augusta Class of 2017. She is also active in professional organizations such as the Daughters of the American Revolution, Augusta Chapter. Giving back to the Augusta community is an integral part of Meredith's practice. She is involved with organizations including Communities in Schools, Golden Harvest, Jessye Norman School of the Arts, Kids in the Kitchen, ReStart Augusta, Ronald McDonald House in Augusta, GA, and Turn Back the Block. Meredith lives in Martinez, GA with her husband Ryan and their two sons.

Wealth management Business ownership considerations Business Financial Management General estate planning guidance Charitable giving & philanthropy Parents Mid-Career Professionals Women Professionals

Nicholas S

Series 66

Grovetown, GA

Raymond James Financial

Nicholas Smail is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies to address their short-, mid-, and long-term goals. He provides guidance on a range of financial matters, including investing, retirement planning, and saving for unforeseen expenses. Additionally, Nicholas connects clients with Bank of America specialists for banking, credit, home financing, and small business services. Nicholas holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University System of Georgia. His approach centers on helping clients identify what is important to them and their families to create tailored financial strategies.

General retirement planning Wealth management Income planning

Scott T

Series 66

Augusta, GA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
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