Devon Eberling
Advisor at Merrill — Jacksonville, FL N Laura St
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.
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.
Credentials
Series 66
Experience Industry experience
6 years
Location
Jacksonville, FL 32202
Merrill
Institution
Devon Eberling is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, Devon works directly with clients to understand their financial priorities and develop strategies aimed at pursuing short-, mid-, and long-term goals. Devon provides ongoing advice on subjects ranging from investing and retirement planning to managing unexpected expenses, with access to additional support from Bank of America specialists in banking, credit, home financing, and small business solutions.
Devon’s expertise lies in helping clients manage complex financial demands, including saving for education, home purchasing, elder care, and healthcare needs. As a Personal Investment Advisor (PIA), Devon collaborates closely with clients to define objectives and select portfolio strategies tailored to those goals, adapting recommendations as clients’ circumstances evolve. Devon holds a High School Diploma/GED from A Philip Randolph Academies of Technology.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Jacksonville, FL N Laura St
50 N Laura St
Jacksonville FL 32202
Advisors at this office
76
Florida · Texas
6 years of industry experience
Bank of America, N.A.
2024 - Present • 2 years
Jacksonville, FL
Merrill
2024 - Present • 2 years
Jacksonville, FL
CITIGROUP
2023 - 2024 • 1 year
Jacksonville, FL
Bank of America, N.A.
2019 - 2023 • 4 years
Jacksonville, FL
Merrill
2019 - 2023 • 4 years
Jacksonville, FL
Bbva Compass
2018 - 2019 • 1 year
Fleming Island, FL
Bespoke Surfaces LLC
2016 - 2018 • 2 years
Jacksonville, FL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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