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Sheila S

Series 63, Series 65

Panama City, FL

Merrill

Sheila Stoutamire is a financial advisor with Merrill in Panama City, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Merrill since 1987. 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 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 S

Series 63, Series 65

Panama City, FL

Merrill

Michael Sears Jr. is the Senior Resident Director of the Panama City, FL office at Merrill, where he has been serving clients since joining Merrill Lynch Wealth Management in 1996. He specializes in investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. In his role, Michael works one-on-one with clients to develop personalized financial strategies designed to pursue their long-term goals. Michael earned a Bachelor's Degree in Business from Salisbury State University. He holds the designation of Certified Plan Fiduciary Advisor® (CPFA), and also holds credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He has been actively involved in professional and community organizations, including serving as Chairman of the Board, Board member, and Executive Board member for the Bay County Chamber of Commerce, as well as Military Affairs Committee Chairman. Outside of his professional duties, Michael has been involved in his local community in various capacities, including coaching soccer at North Bay Haven Charter School. He enjoys spending time with his family, partaking in outdoor activities such as biking, boating, fishing, football, golfing, scuba diving, skiing, soccer, and playing table tennis.

General retirement planning Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting
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Teresa P

Series 63, Series 66

Panama City, FL

Merrill

Teresa Perryman is a financial advisor at Merrill with Series 63 and Series 66 credentials and 29 years of industry experience. She has been with Merrill 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. 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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Scott A

CFP®, Series 66

Panama City, FL

Merrill

Scott Anderson is a Financial Advisor at Merrill Lynch Wealth Management. He serves clients by following a disciplined process that begins with understanding their families, financial situations, and priorities. Scott is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. He has a Bachelor's Degree from Southern Methodist University. He is committed to building and maintaining strong relationships with clients to help them focus on their full financial picture and important financial decisions.

Wealth management
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John P

Series 66

Panama City, FL

Merrill

John Perez Sanchez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' personal priorities and developing strategies to help them pursue their financial goals. He provides guidance on a range of topics including general investing, retirement planning, and saving for unforeseen circumstances. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). John earned his Bachelor's Degree from Valdosta State University. He is bilingual in English and Spanish, which allows him to serve a diverse client base.

General retirement planning Wealth management
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