RJC Wealth Management Group

Merrill Lynch Wealth Management
21 Hatton Place
Hilton Head Island, SC 29926
(843) 341.9520
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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.
RJC Wealth Management Group
Welcome

Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children’s education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.

Recognition
A 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.)
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
A Roberson
Senior Vice President, Senior Resident Director - Wealth Management Advisor
843.341.9520
Leanne Jewett,

CFA

Senior Vice President, Wealth Management Advisor
843.341.9520
Brighan Dryer,

CDFA®, CRPC™

Assistant Vice President, Senior Financial Advisor
843.341.9506
Leanne B Woodard
Officer, Registered Wealth Management Client Associate
843.341.9520
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.
Kristen Rodgers
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.