Published on: 03/27/2026
Avidian Wealth Solutions Strengthens Its Team with Addition of Esteemed Partners and Senior Wealth Advisors *
FOR IMMEDIATE RELEASE
Avidian Wealth Solutions Strengthens Its Team with Addition of Esteemed Partners and Senior Wealth Advisors *
Houston, TX – March 24, 2026 – Avidian Wealth Solutions, a Houston-based Registered Investment Advisor (RIA) and boutique family office serving high-net-worth individuals, founders, executives, entrepreneurs, families, foundations, and endowments, today announced the addition of four accomplished wealth management professionals to its team. This strategic expansion enhances the firm’s capabilities in comprehensive financial planning, estate planning, and client service, particularly in the Alabama market.
Joining Avidian as Partners* and Senior Wealth Advisors are Sheri Robinson and Chris Russell, along with Melissa Barkley as Senior Wealth Advisor. Jenifer Miller joins as Sr. Wealth Management Associate. All four previously served at Linscomb Wealth, bringing deep knowledge , long-standing client relationships, and a shared commitment to personalized, fiduciary wealth management.
Sheri Robinson, Partner* and Senior Wealth Advisor, CFP®, AEP®, CPA (Retired), specializes in comprehensive financial and estate planning for high-net-worth clients. A University of Alabama at Birmingham graduate with a B.S. in Accounting, Sheri is actively involved in the Financial Planning Association (past President of the North Alabama Chapter), the National Association of Estate Planners and Councils, the Alabama Society of Certified Public Accountants, and the Estate Planning Council of Birmingham. She also serves on the Board of the University of Alabama at Birmingham National Alumni Society.
Chris Russell, Partner* and Senior Wealth Advisor, CAP, brings over 20 years of experience in wealth management. A graduate of Auburn University with a B.S. in Business Administration, Chris previously served on the Business Development Committee at Linscomb Wealth. He is a founding Board Chair of the Community Foundation of Greater Huntsville and past Board Chair of Leadership Huntsville.
Melissa Barkley, Senior Wealth Advisor, CFP®, offers more than 20 years of industry experience focused on comprehensive financial planning and estate planning. A Tufts University graduate with a B.A. in History (magna cum laude) and a B.A. in Economics (cum laude), Melissa is a member of the Financial Planning Association of North Alabama and the Estate Planning Council of Birmingham.
Jenifer Miller, Sr. Wealth Management Associate, supports the advisory team in the Birmingham, AL area by onboarding new clients, managing maintenance requests, and facilitating seamless client communications. With prior experience as a Senior Client Service Associate at Linscomb Wealth and as a Client Relations Administrator at an RIA firm in Franklin, TN, Jenifer is dedicated to delivering exceptional client service and strengthening relationships.
“We are thrilled to welcome Sheri, Chris, Melissa, and Jenifer as we continue building an ecosystem of talent committed to comprehensive wealth management for ultra-high-net-worth families and business owners,” said Luke Patterson, Chairman and CEO of Avidian Wealth Solutions. “Their knowledge in personalized planning and advisory roles complements our integrated approach, helping us deliver fiduciary solutions that aim to support clients’ long-term financial goals and well-being.”
Jim Atkinson, Managing Partner and Head of M&A, added: “This team expansion is a natural extension of our growth strategy. By bringing on such talented professionals who share our values and commitment to independence, we continue to build a premier platform designed to attract top talent and provide high-quality advisory services to clients and partner advisors.”
Avidian Wealth Solutions provides integrated investment management, financial planning, estate planning, tax strategies, and risk management through a modern, client-centered approach. The firm manages client assets with a focus on transparency, proactivity, and minimizing complexity while serving as a trusted fiduciary partner.
For more information about Avidian Wealth Solutions or to schedule a consultation, visit www.avidianwealth.com or call (281) 822-8800.
About Avidian Wealth Solutions Avidian Wealth Solutions is a Houston-based Registered Investment Advisor (RIA) and boutique family office providing sophisticated wealth management services to founders, executives, entrepreneurs, families, foundations, and endowments. As a fiduciary partner, Avidian offers integrated investment management, financial planning, estate planning, tax strategies, and risk management through a modern, client-centered approach. The firm’s multidisciplinary team of credentialed professionals is committed to helping clients manage and preserve their wealth through a disciplined and thoughtful approach while minimizing complexity. www.avidianwealth.com.
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Justin King
Internal Communications Director
Avidian Wealth Solutions
Phone: 281-822-8802
Email: justinking@avidianwealth.com