Amelia Eaton
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tallahassee, FL 32312
Credentials
Series 66
Industry experience
21 years
Amelia Eaton is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2005 and brings extensive experience in retirement cash flow planning and goals-based wealth strategies. Her expertise includes analyzing social security benefits, assessing tax impacts on portfolios, and projecting future income streams to support clients’ long-term financial objectives. Amelia also specializes in annuities and wealth structuring products such as Long Term Care and Life Insurance.
Amelia holds a Bachelor of Science degree in Finance and Real Estate from Florida State University and a Master of Business Administration from Jacksonville University. She is a Certified Financial Planner® (CFP), a Chartered Retirement Planning Counselor™ (CRPC), a Certified Divorce Financial Analyst (CDFA), and a Personal Investment Advisor (PIA). Additionally, she carries Series 7, 9, 10, 26, and 66 FINRA registrations. As a Senior Portfolio Advisor, Amelia designs and manages customized investment strategies and selects from a variety of Merrill model portfolios and third-party investment options, sometimes managing these on a discretionary basis through the firm’s Investment Advisory Program.
Outside of her professional role, Amelia enjoys biking, cooking, traveling, and spending time with her husband, Chris, and their young son.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
1276 Metropolitan Blvd
Tallahassee, FL 32312
Florida · Texas
Bank Of America, N.a.
2015 - Present (11 years)
Merrill
2005 - Present (21 years)
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