RJH Wealth Management Group

Merrill Lynch Wealth Management
21 Hatton Place
Hilton Head Island SC 29926
(843) 341.9520
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Mission Statement
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Kevin Roberson
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
RJH Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Kevin Roberson
Senior Vice President, Senior Resident Director - Wealth Management Advisor
843.341.9511
Leanne Jewett,

CFA

Senior Vice President, Wealth Management Advisor
843.341.9520
Scott Howard,

CFP®, CPFA®

Managing Director, Wealth Management Advisor
912.598.3811
Erik Zimmerman,

CRPC™

Vice President, Relationship Manager
912.598.3844
Leanne B Woodard
Officer, Registered Wealth Management Client Associate
843.341.9520
Kristen Rodgers
Officer, Registered Wealth Management Client Associate
843.341.9520
Tori Safe
Wealth Management Client Associate (FP)
843.341.9517
Colton Hennessey
Registered Wealth Management Client Associate
843.341.9528
Linda Hay
Officer, Registered Senior Wealth Management Client Associate
843.800.6858
Becca Moorer
Wealth Management Client Associate (FP)
912.598.3840
Vivian Butler
Officer, Registered Senior Wealth Management Client Associate
912.598.3836
Ava Stewart
Wealth Management Client Associate
912.598.3843
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.