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Merle C

Series 66

Ponte Vedra, FL

Merrill

Merle Campbell is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, Merle provides personalized wealth management services and guidance to clients. Merle holds the Professional Investment Advisor (PIA) designation, demonstrating expertise in investment strategies and financial planning. Merle's educational background includes a Bachelor's Degree from the University of Oklahoma, as well as a Master's Degree and a Doctorate Degree from Georgia State University.

Wealth management
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Ryan B

Series 66

Ponte Vedra Beach, FL

Merrill

Ryan Beshany serves as the Resident Director of the Ponte Vedra office and is a Wealth Management Advisor leading The Beshany Group at Merrill Lynch. He joined Merrill Lynch Wealth Management in 2014 after serving over 13 years as a naval aviator flying SH-60B Seahhawk helicopters and continued his service in the U.S. Navy Reserve until retiring in 2024. Ryan earned a Bachelor of Science degree from the United States Naval Academy in 2001 and a Master of Science degree from the Naval Postgraduate School in 2009. He holds the Certified Private Wealth Advisor (CPWA) designation awarded by the Investments & Wealth Institute after completing the educational component at the Yale School of Business. As a qualified Senior Portfolio Manager, Ryan manages his own personalized and defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party strategies, often on a discretionary basis. In addition to his advisory role, Ryan is responsible for managing and supervising the Ponte Vedra office. He lives in Ponte Vedra Beach, Florida, with his wife, three children, and three dogs. Outside of work, he enjoys spending time with his family, fitness activities, and surfing.

Wealth management Retirement income strategy Retirement withdrawal strategies Tax-loss harvesting Military & Veterans Parents Mid-Career Professionals
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Keith B

Series 63, Series 66

Ponte Vedra Beach, FL

Merrill

Keith Bratton is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has worked at Merrill since 2001 and Bank of America, N.A. since 2009. He is also associated with Bratton Family LLC outside of his advisory role. 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 individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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