Meridian, MS Office

Roy Lamar is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, Lamar serves as a commissioner for the Meridian Airport Authority. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.

Gerald Hannah is a CFP® with 13 years of industry experience, currently serving at &Partners since 2026. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. Outside of his advisory role, he participates as an active voting member of a local investment club and serves on the finance committee of First Presbyterian Church of Meridian. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services.

Jane Collins is a financial advisor with \u0026PARTNERS in Meridian, MS, holding Series 63 and Series 66 designations and possessing six years of industry experience. She has previously worked at Wells Fargo Clearing Services, Ideal Software Solutions, and The Prudential Insurance Company of America. Collins has volunteered with Habitat for Humanity for nearly two decades, serving as a bookkeeper. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, and corporations. The firm offers investment management, financial and tax planning, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Marvin Sims is a financial advisor with \u0026PARTNERS in Meridian, MS, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. Sims serves as a board member on the Rotary District 6820 Foundation, contributing to grant allocation decisions. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, providing investment management, financial and tax planning, and retirement-plan services. The firm employs a range of investment strategies and offers discretionary and non-discretionary portfolio management utilizing the Envestnet platform and NFS brokerage infrastructure.

Robert Coffin III is a CFP® with 40 years of experience in the financial industry. He is currently with &PARTNERS, having joined the firm in 2026 after spending 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an endowment committee member for the Choctaw Area Council, where he is involved in the management and disbursement of endowment funds. &PARTNERS serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing both proprietary and third-party strategies with ongoing monitoring and periodic reviews.