Elbert Lee Bledsoe
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 63, Series 65
Experience Industry experience
41 years
Location
Jacksonville, FL 32202
Merrill
Institution
Elbert Bledsoe is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies and providing advice for high-net worth individuals, their families, and their businesses, with a focus on understanding their short- and long-term financial objectives. His areas of expertise include corporate executive services, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization.
Elbert holds a bachelor's degree from Aquinas College and a master's degree from the University of Florida. He has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He has over 39 years of experience assisting individuals and companies in pursuing their financial goals.
Outside of his professional work, Elbert is involved in the community and serves on the boards of the North Florida School of Special Education and Safe Haven Ministries. He and his wife Lynn live in Jacksonville and are active in supporting various charitable organizations. He enjoys adventure sports such as kayaking, backpacking, and mountain climbing. Elbert values his faith, family, and friends.
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
70
Florida · Texas
41 years of industry experience
Bank of America,N.A.
2011 - Present • 15 years
Jacksonville, FL
Merrill
1989 - Present • 37 years
Jacksonville, FL
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