The RNF Group - Roepke, Norris, Freeland

Merrill Lynch Wealth Management

300 Galleria Pkwy SE
Atlanta, GA 30339
(770) 858-1255
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Our promise to families is simple. We care about what matters most in your lives and are here to support you in navigating it all. From meaningful conversations to customized strategies to proactive ideas, our team of dedicated advisors strive every day to provide you and your family with the ultimate client experience.
The RNF Group - Roepke, Norris, Freeland
Merrill Lynch Wealth Management
Welcome

At RNF Group we believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy.  Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future.

Recognition
William Norris
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Carter, Norris, Roepke & Smith
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
RNF Philosophy

At RNF Group we believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future.

Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Lisa Roepke,

CFP®

Senior Vice President, Wealth Management Advisor
770.858.1222
William Norris,

CPFA™

Senior Vice President, Senior Financial Advisor
770.858.1234
Alex Freeland
Financial Advisor
404.231.2534
Linda M Carter,

AAMS™

Assistant Vice President, Wealth Management Associate
770.858.1215
Rami Roe
Assistant Vice President, Wealth Management Associate
770.858.1255
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Alyson King
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #13085
Sarah F Prewitt
Structured Credit Executive
Bank of America, N.A.
Keyonna Coons
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.