Anthony Recco Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. With over 20 years of experience, Anthony guides clients through personalized financial strategies aimed at pursuing their long-term goals. Anthony holds the Personal Investment Advisor (PIA) designation and attended the University of California System, though no diploma was conferred. He emphasizes a client-focused approach that involves understanding each individual's full financial picture to develop flexible strategies suited to changing market conditions. He integrates the investment insights of Merrill and lending solutions of Bank of America to provide comprehensive wealth management. Committed to community involvement, Anthony participates actively in local organizations. His past and current roles include serving as President of the Michelle Adey Fund, President of the Senior Citizens Council of Rome, Past President of Rome Rotary and the Teugega Homeowners Association, and as a teacher at St Johns Baptist Church. In his personal time, he enjoys biking, gardening, running marathons, skiing, yoga, and spending time with his family.

Molly Vines is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has 24 years of industry experience. She has been with Merrill Lynch since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for a range of clients including individuals, high-net-worth investors, and organizations.

Kevin Victory is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Bank of America and PNC Bank. He serves as a trustee for a family special needs trust. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Allison Batey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. She previously worked at 121 Financial Credit Union and Dillard's Inc. before joining Merrill in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Ann Todd is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has built a practice over more than 20 years focused on delivering financial advisory services across a variety of client needs. Her areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. Ann holds a Bachelor's degree from Randolph Macon Woman's College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of her professional work, Ann is active in educational communities and participates in sporting activities. She enjoys spending time with her family and exploring Florida's natural resources through activities such as tennis, cooking, yoga, biking, hiking, horseback riding, knitting, crocheting, reading, and traveling.

Gary Meyer is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Morgan Stanley. Meyer is based in Jacksonville, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ron Patrick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 27 years and has developed his career starting with the Junior Executive Training (JET) Program, one of the oldest development programs on Wall Street. He currently provides financial and wealth management advisory services in Jacksonville, Florida. Ron has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times, including the years 2019 and from 2022 through 2026. He holds the Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp and the internal Portfolio Manager designation through the Merrill Investment Advisory Program. Ron is a graduate of Princeton University with a degree in economics. He is involved in his local community, serving on the Board of Visitors for The Bolles School and as a member of the Rotary Club of South Jacksonville. Ron resides in Jacksonville with his wife, Kim, and their three sons.

Timothy Monahan is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-founded the Monahan & Todd Wealth Management Group in 2012, where he and his team provide customized wealth management solutions to high net worth families, professionals, and business leaders. His focus areas include retirement planning, asset preservation, and wealth transfer. Tim began his career in financial services shortly after graduating from Hampden-Sydney College in 1994, where he earned a bachelor's degree and was actively involved in leadership and volunteer roles. With over 30 years of experience in the industry, he has developed expertise in portfolio management, family wealth strategies, and philanthropic planning. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor designation. Tim resides in the Ortega neighborhood of Jacksonville with his wife and three children. He and his family are active members of St. Matthews Catholic Church. His personal interests include offshore fishing, competitive sailing, boating, cooking, football, scuba diving, traveling, and spending time with his family.

Nicholas Courtney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management services for families and institutions, combining his experience with the resources of Merrill Lynch. His expertise includes wealth planning strategies such as retirement and education planning, trust and estate services, tax minimization, asset preservation, investment management including portfolio construction and market strategy, as well as business and personal banking solutions from Bank of America. Courtney holds a Bachelor's Degree from the University of North Carolina at Chapel Hill and is a Personal Investment Advisor. He is part of the Courtney family tradition of financial advising, which has been associated with Merrill Lynch since 1949. In his community involvement, Nicholas serves on the St. Johns Country Day School Board of Trustees and is involved with professional organizations including the Meninak Club of Jacksonville and the UNC General Alumni Association. He has also held leadership roles in several Jacksonville-based community organizations. Outside of his professional work, Nicholas enjoys spending time with his family, engaging in music, and participating in outdoor activities.

Douglas Tutwiler is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Courtney, Patrick & Tutwiler group. He focuses on retirement strategies for both businesses and individuals, advising corporations on their retirement programs. Doug holds the Retirement Benefits Consultant designation, awarded to a select group of advisors who have completed a rigorous assessment and training program in the Institutional Retirement Plan space. His services also include investment advice, wealth transfer, and legacy planning tailored to multigenerational families. Before joining Merrill Lynch in 2015, Doug spent six years at Deutsche Bank in Foreign Exchange Sales, gaining experience on Wall Street. He earned a bachelor's degree in Finance with a minor in Anthropology from the University of Florida. Doug resides in Ponte Vedra Beach with his wife, Paige, their daughters Graham, Cody, and Blake, and their sons Bennett and Chase.

Anne Egan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and has 29 years of industry experience. She has been with Merrill since 1990. Outside of her advisory role, she serves as a power of attorney in a non-investment-related capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Busch is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2006 and is a member of the Bledsoe Baker Busch & Associates team. In his current role, James focuses on performance analysis across various asset classes and the development of portfolio strategies. He also conducts ongoing investment research and monitors market conditions to help clients capitalize on opportunities. James has over 15 years of experience in wealth management, providing highly personalized services and strategies that align clients' wealth plans with their individual passions and objectives. He holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in business from the College of Charleston.

Kara Gray serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works directly with clients to understand their current financial situations and introduces them to the solutions offered through Merrill and Bank of America. Her objective is to equip clients with the knowledge and tools necessary to manage their financial lives and select the platform that aligns with their needs. Kara holds the Personal Investment Advisor (PIA) designation. She adopts a client-centered approach, focusing on uncovering the financial priorities of clients and their families to develop strategies aimed at pursuing their financial goals.

A Perry Chappell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1996 in New York City and has experience managing individual wealth through various market cycles. His approach to wealth management emphasizes understanding clients’ individual needs and goals to develop tailored strategies. Perry holds a Bachelor of Arts degree from Vanderbilt University, a Master of Business Administration from the University of Florida, and a Master of International Management from the American Graduate School of International Management. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Agnes Scott is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since 1989, she has provided financial guidance to a diverse clientele including C-suite executives, entrepreneurs, physicians, and professional athletes. Agnes focuses on understanding how each client views their wealth and the opportunities associated with it. She employs an ongoing, planning-based approach to identify goals and gaps in clients’ financial lives, covering areas such as complex exit planning, tax minimization, and estate planning. Agnes collaborates with trust professionals, CPAs, and attorneys and utilizes resources from Bank of America to support clients’ residential, securities-based, commercial, and structured lending needs. Agnes holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), SE-AWMA™ from The College for Financial Planning Institutes Corp., and the Retirement Benefits Consultant designation. She is also recognized as a Portfolio Manager within the firm. Agnes earned her Bachelor's degree from the University of Phoenix and her Master's degree from the College for Financial Planning. Fluent in English and Hungarian, she is a native of Hungary and moved to the United States as a child. Outside of her professional role, Agnes maintains an active lifestyle with interests that include boating, skiing, hiking, biking, and swimming. She also enjoys visiting family in Hungary. Her personal philosophy emphasizes delivering the same dedication and passion to clients that they bring to their careers, aiming to simplify financial decisions and improve clients’ financial outlooks.

Gray Camp is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in wealth management planning, investment advice and guidance, as well as personal and private banking services through Bank of America and Bank of America Private Bank. Gray and his team focus on gaining a thorough understanding of their clients' objectives and concerns, and developing customized plans and strategies to assist clients in reaching their financial goals. They emphasize delivering consistent, attentive communication and outstanding service. Gray joined Merrill in 2001 after serving as a U.S. Navy Officer with a focus on surface ship logistics. He holds a Bachelor of Arts degree in History from Vanderbilt University and an MBA from London Business School. He holds the Personal Investment Advisor (PIA) designation. Gray and his wife, Elle, live with their children in Jacksonville, Florida. His personal interests include boating, reading, and running. He is involved with the City Rescue Mission in his community.

Lauren Blazejewski is a Financial Advisor with Merrill Lynch Wealth Management, where she assists individuals, families, and business owners in navigating their financial lives through personalized wealth management strategies. She joined Merrill Lynch in 2022 and began her career with the Courtney, Patrick & Tutwiler Group, focusing on retirement planning, wealth management, and client service. She holds FINRA Series 7 and Series 66 registrations and earned her Chartered Retirement Planning Counselor™ (CRPC™) designation in 2025. Lauren earned a Bachelor's Degree from Ferris State University. Lauren resides in Fernandina Beach, Florida, with her husband and two children. Outside of work, she enjoys fitness, spending time with family, and exploring national parks.

Lawrence Weber IV is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with both Merrill and Bank of America, N.A. since 2013. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of investment management programs with discretionary and client-directed options, supported by its integration with Bank of America’s broader banking and capital markets platform.

Craig Walker is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1993 and Bank of America since 2009. Outside of his advisory role, he is involved in aviation as a general partner of CPCH Aviation and serves on the advisory board of a local hospice foundation and the board of St. Marks Episcopal Church Foundation in Jacksonville, FL. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and provides a range of tax-efficient investment strategies overseen by its CIO and platform team.

Jessica Buchanan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill in various capacities since 2015 and is currently affiliated with Bank of America N.A. through Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.