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Elisa R

Series 66

Jacksonville, FL

Merrill

Elisa Rastelli serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she focuses on family wealth management strategies, personal retirement planning, and portfolio management services. Elisa brings a commitment to continuous learning and professional development in financial planning. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Elisa earned a Bachelor's Degree from Villanova University. Outside of her advisory work, Elisa is involved in her community through participation on a Homeowners Association Board of Directors. She also enjoys golfing, ice hockey, and spending time with her family.

Wealth management General retirement planning Multi-generational wealth transfer Established Professionals Retired Parents Intergenerational Families
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Jasper H

Series 63, Series 66

Jacksonville, FL

Merrill

Jasper Hendrick is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2005, with a tenure also at Bank of America, N.A. since 2015. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Todd A

Series 63, Series 66

Jacksonville, FL

Merrill

Todd Akins is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill since 2001. Outside of his advisory role, he works part-time as a food delivery employee for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Michael G

Series 66

Jacksonville, FL

Merrill

Michael Gilligan is a financial advisor at Merrill in Jacksonville, FL. He holds a Series 66 designation and began his advisory career at Merrill in 2026. Prior to joining Merrill, he worked at the Wisconsin Club and Vector Marketing and attended Marquette University. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Christopher G

Series 63, Series 66

Jacksonville, FL

Merrill

Christopher Gardner is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having nine years of industry experience. His work history includes ten years at Merrill and six years at Bank of America, N.A. prior to that. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and monitoring through multiple program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Tax-loss harvesting Active portfolio management Wealth management
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Shannon F

Series 66

Jacksonville, FL

Merrill

Shannon Ford Weaver is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Walter B

Series 63, Series 66

Jacksonville, FL

Merrill

Walter Bottin is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000 and holds Series 63 and Series 66 credentials. Merrill, along 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.

Tax-loss harvesting Active portfolio management Wealth management
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Chantrell I

Series 66

Jacksonville, FL

Merrill

Chantrell Ingraham Wells is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. Wells has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000 and Bank of America, N.A. since 2011. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Erik J

Series 66

Jacksonville, FL

Merrill

Erik Jensen is a Series 66-registered financial advisor with Merrill in Jacksonville, FL, with nine years of industry experience. He has been with Merrill since 2014 and has also worked at Bank of America, N.A. since 2023. 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 for a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Justin M

Series 63, Series 66

Jacksonville, FL

Merrill

Justin Mildrum is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2015 and was previously with Edward Jones for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Nicholas K

Series 66

Jacksonville, FL

Merrill

Nicholas Klimchak is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and eight years of industry experience. Prior to joining Merrill in 2018, he held positions in various sales and professional roles. Outside of his advisory work, he has participated as a compensated musician at a local church event. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Joe W

Series 63, Series 65

Jacksonville, FL

Merrill

Joe Williams Jr. is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past seven years. His prior experience includes positions at Raymond James Financial Services and AXA Advisors. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Joseph M

Series 66

Jacksonville, FL

Merrill

Joseph Marek is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has held positions at Merrill, Bank of America, Pennymac, and Ditech Financial. Marek receives residual income from a past commission-based role in credit card processing with Total Merchant Services. 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 individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Stephen W

Series 63, Series 66

Jacksonville, FL

Merrill

Stephen Whitley is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC. Outside of finance, he was briefly involved with Bob's Backflow Company in 2018. Merrill, along 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, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Jeremy B

Series 66

Jacksonville, FL

Merrill

Jeremy Brink is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Robert C

Series 66

Jacksonville, FL

Merrill

Robert Crago is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill since 2016 and has also been with Bank of America, N.A. since 2019. Prior to his advisory career, he was employed at Office Depot in 2016. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Adenike C

Series 66

Jacksonville, FL

Merrill

Adenike Cezar is an International Wealth Advisor at Merrill Lynch Wealth Management, specializing in delivering comprehensive, goals-based financial plans and guiding clients through the wealth construction process. She works closely with families, business owners, and professionals, developing personalized strategies that address executive compensation, family wealth management, legacy planning, retirement income, tax minimization, and international wealth management. Her approach integrates Merrill’s investment insights alongside banking and lending solutions from Bank of America. With over 15 years of experience in asset management prior to joining Merrill, Adenike applies a disciplined methodology to help clients pursue their long-term financial objectives. She holds multiple advanced degrees, including a Bachelor’s degree from Pontificia Universidade Catolica, a Master’s of Science in Finance and Economics from Fundacao Getulio Vargas, and an MBA from the Rotman School of Management and Fundacao ItauBank. Additionally, she has completed an accredited certificate program at Yale University. Adenike is a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). Fluent in English, Portuguese, Spanish, and German, Adenike also dedicates time to community involvement and volunteering. Outside of work, she enjoys playing tennis, golf, and soccer, as well as traveling and spending time with family and friends.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Business ownership considerations Founder/Business Owner
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Jack B

Series 66

Jacksonville, FL

Merrill

Jack Bowling is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2004. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Jason R

Series 66

Jacksonville, FL

Merrill

Jason Robinson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. Outside of his advisory role, he is a co-owner of a rental property in Jacksonville, Florida. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Joseph M

Series 66

Jacksonville, FL

Merrill

Joseph Massaro III is a Series 66 credentialed financial advisor at Merrill with 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1994. 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 broad range of clients including individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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