Jennifer Robinson is a Financial Advisor with Merrill Lynch Wealth Management in Atlanta, Georgia. An efficient and creative problem solver, Jennifer draws on more than two decades of banking and financial industry experience to help high-net-worth clients, including busy, successful business owners, medical and legal professionals and corporate executives, address the intricacies that can accompany significant wealth.
As a relationship builder, Jennifer is dedicated to helping you simplify your financial well-being. She takes the time to explain complex financial concepts in easy-to-understand language so you can make informed decisions about your wealth. Jennifer’s personalized approach involves asking detailed questions and learning about the goals you have for your family and your business. To aid her in developing strategies that represent your interests for the future, she can call upon a team of dedicated specialists throughout the Firm, and at your request can coordinate with your outside professionals, including your CPA and attorney.
Prior to joining Merrill Lynch Wealth Management in 2017, Jennifer served as Vice President and Director of Community Investment Services Production and Operations for the Federal Home Loan Bank of Atlanta, where she oversaw its community investment program. Over the course of her career, she has held various leadership roles, including Vice President and Director of Business Development for a minority depository financial institution, and Director of Community Development for a large multifamily developer.
Jennifer earned her Bachelor’s degree in business finance and her M.B.A. from Troy University in Alabama. Passionate about giving back to her community, she mentors young aspiring professionals to accelerate their personal and professional development. Jennifer is an alumnus of the Leadership Montgomery Class XXIV and a member of the Atlanta Black Chamber of Commerce. She is also a member of the Bank of America Black Professional Group.
In her spare time, Jennifer enjoys spending time outdoors and anything sports related with her two daughters, Jasmine and Leah. Her passions center around teaching financial literacy, traveling the world to explore new cultures, and spending quality time with family and friends.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
