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Peter C
Series 66
Jacksonville, FL
Merrill
Peter Campbell is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, bringing 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2010. Outside of his advisory role, he is the owner and managing member of Swinglab Development Group LLC, where he oversees branding, inventory, and event coordination. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Michael L
Series 63, Series 66
Jacksonville, FL
Merrill
Michael Layton is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Salima M
Series 66
Jacksonville, FL
Merrill
Salima Morris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her professional background includes service in the United States Navy from 2015 to 2023 and positions at FSCJ, Merrill, and Bank of America, N.A. She is also listed as a property owner outside of her advisory work, though she does not manage the property directly. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Benjamin R
Series 66
Jacksonville, FL
Merrill
Benjamin Ritter is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with four years of industry experience. He previously worked at Rinpower for two years and Domino's Pizza for three years. 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.
Erica H
Series 63, Series 66
Jacksonville, FL
Merrill
Erica Hayman is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions, as well as Bates & Company. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Mark W
Series 66
Jacksonville, FL
Merrill
Mark Wierda Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Haley W
Series 66
Jacksonville, FL
Merrill
Haley White is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. Prior to joining Merrill, she worked in healthcare and education roles, including positions at ProCare Therapy, Ascension, and the University of North Florida. 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.
Susan V
Series 66
Jacksonville, FL
Merrill
Susan Vail is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Chick-fil-A and Piedmont Airlines. Outside of finance, she operates a news paper delivery business as an independent contractor. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Derek J
Series 63, Series 66
Jacksonville, FL
Merrill
Derek Joyner is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Merrill since 2013. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.
Joseph P
Series 63, Series 66
Jacksonville, FL
Merrill
Joseph Pratt is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1997. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Alexander M
Series 66
Jacksonville, FL
Merrill
Alexander Martinez is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and other companies before joining Merrill in 2021. Outside of advising, Martinez owns and operates a pressure washing and auto detailing business in St. Petersburg, Florida. 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.
Kevin C
Series 63, Series 66
Jacksonville, FL
Merrill
Kevin Candeau is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. He has previously worked at Charles Schwab and Bank of America, N.A., among other firms. 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 and profit-sharing plans, corporations, and charitable organizations.
Amber L
Series 66
Jacksonville, FL
Merrill
Amber Laguador is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1999. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Corey J
Series 63, Series 66
Jacksonville, FL
Merrill
Corey Johnson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously with Fidelity Brokerage Services from 2014 to 2017. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Christopher D
Series 63, Series 66
Jacksonville, FL
Merrill
Christopher Degnan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. Outside of his advisory role, he volunteers as a surf coach and organizes an annual surf contest for Task Force Hydro 1, a nonprofit supporting veterans and first responders through ocean water sports. 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, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutions.
Christina S
Series 66
Jacksonville, FL
Merrill
Christina Stovall is a financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2005 and holds a Series 66 designation. Outside of her advisory role, she is a general partner at Chic-ish, an online clothing boutique based in Jacksonville, Florida. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.
Timothy W
Series 63, Series 66
Jacksonville, FL
Merrill
Timothy Woehle is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2014, based in Jacksonville, FL. 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.
Daniel S
Series 66
Jacksonville, FL
Merrill
Daniel Stephenson is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America N.A. since 2014. 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 designed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Lawrence D
Series 66
Jacksonville, FL
Merrill
Lawrence Dollings is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007, also serving at Bank of America, N.A. since 2014. 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.
Nathaniel Z
Series 66
Jacksonville, FL
Merrill
Nathaniel Zabner is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, with prior experience at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
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