user avatar

Diana Sanchez Nazario

Advisor at Merrill — Canton, GA Riverstone Pkwy

Updated today

Credentials

Series 66

Experience

1 year

Location

Canton, GA 30114

Merrill logo

Merrill

Institution

Total advisors

25,558

Across 3,163 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Diana Sanchez Nazario is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked previously at Bank of America, Wells Fargo, and has a background including roles outside finance such as at Montero Drapes and the Cheesecake Factory. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Canton, GA Riverstone Pkwy

1425 Riverstone Pkwy

Canton GA 30114

Advisors at this office

1

Most active in

Georgia · Texas

Work history

1 year of industry experience

Bank of America, N.A.

2024 - Present • 2 years

Canton, GA

Merrill

2024 - Present • 2 years

Canton, GA

Bank of America

2020 - 2024 • 4 years

Woodstock, GA

Wells Fargo

2019 - 2020 • 1 year

Canton, GA

Montero Drapes

2018 - 2018 • 1 year

Roswell, GA

Cheesecake Factory

2016 - 2019 • 3 years

Alpharetta, GA

Georgia State University

2016 - 2022 • 6 years

Dunwoody, GA

Hugo's Oyster bar

2016 - 2017 • 1 year

Roswell, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Erin M

CFP®, Series 63, Series 65

Milton, GA

MRP Advisors, LLC

Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.

General retirement planning Wealth management College savings (529s, UTMA, etc.)
user avatar

Marcus G

Series 63, Series 65

Canton, GA

Gustafsson Wealth Management, Inc.

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Elizabeth H

Series 65

Alpharetta, GA

E.A. Hendrich Financial Planning, LLC

Elizabeth Hendrich is the principal of E.A. Hendrich Financial Planning, LLC in Alpharetta, GA. She holds a Series 65 designation and has 13 years of industry experience. Since founding her firm in 2012, she has provided financial planning and investment advice primarily to individual clients. E.A. Hendrich Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on clients typically in their 40s through 70s. The firm follows a fundamental, long-term buy-and-hold investment philosophy, favoring low-cost index ETFs and mutual funds, and emphasizes asset allocation as the primary driver of returns.

General retirement planning Income planning College savings (529s, UTMA, etc.) Passive / index investing Mid-Career Professionals Approaching retirement
user avatar

James M

Series 65, Series 66

Alpharetta, GA

Ensure Capital LLC

James Mcgeehan is a financial advisor at Ensure Capital LLC in Alpharetta, GA, holding Series 65 and Series 66 licenses with 12 years of industry experience. He worked at Ensure Capital (formerly Oaktree Capital) for 15 years and spent one year at the U.S. Department of Transportation. Outside of advising, he provides business brokerage services and holds a Delaware real estate license. Ensure Capital LLC offers financial planning and discretionary portfolio management to individuals, small businesses, and corporate trustees. The firm emphasizes asset allocation with a long-term focus on equities, using a blend of analytical approaches and may incorporate derivatives and margin strategies within discretionary accounts.

Options & derivatives strategies Long-term care insurance Cash flow / budgeting General retirement planning
user avatar

Donald W

Series 65

Alpharetta, GA

Versailles Financial, LLC

Donald Whalen is the sole advisor at Versailles Financial, LLC in Alpharetta, GA, holding a Series 65 credential with 23 years of industry experience. He has been leading Versailles Financial since its founding in 2003. Outside of his advisory role, Mr. Whalen owns a private ice rink used for training and rentals. Versailles Financial provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans. The firm operates on a fee-only basis and emphasizes strategic asset allocation using no-load and low-load mutual funds and ETFs, with additional services including pension consulting.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Steven G

CFA®, Series 63, Series 65

Canton, GA

Windward Partners, L.L.C.

Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.

Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)