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Ansley T

Series 66

Statesboro, GA

Merrill

Ansley Thompson is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Thompson has been with Merrill since 2016 and previously worked at Geico. Outside of work, Thompson volunteers on the Community Investment Committee for the United Way of Bulloch County. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Chris M

Series 66

Statesboro, GA

Merrill

Chris Marsh Jr. serves as a Resident Director at Merrill Lynch Wealth Management. He joined the firm in August 2023. He holds a Bachelor's degree in Agricultural Economics and a Master's degree in Agricultural Leadership from the University of Georgia. Before entering financial services, Chris spent over 20 years in the agricultural industry, which helped him develop a focus on building strong relationships and assisting individuals and businesses in achieving their goals. In January 2020, he transitioned into the financial services industry in Statesboro, Georgia. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist™ (AAMS®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Chris is actively involved in his community, serving as President of the Rotary Club of Statesboro and as a member of the University of Georgia Board of Visitors. He also serves on the board of Rockin’ Out Alzheimer’s Disease Foundation, Inc. Outside of his professional and community work, he enjoys cooking, football, hunting, and spending time with his family.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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James C

Series 66

Statesboro, GA

Merrill

James Campbell is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch since 2011. Outside of his advisory role, he serves as a committee member for Open Hearts Community Mission, Inc., where he helps organize an annual fundraising 5K run. 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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Max M

Series 63, Series 65

Statesboro, GA

Merrill

Max Manack is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Merrill since 1985 and Bank of America since 2011. Manack is involved in managing a timber and securities business for family members through a limited liability company. 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 for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Michael T

Series 66

Statesboro, GA

Merrill

Michael Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience as a Naval Aviator and Navy Commander. Since joining Merrill in 2019, he has applied his background as a Naval Officer and Military Operational Planner to assist families and businesses in navigating complex financial situations. His approach involves working closely with clients to develop financial strategies that align with their risk tolerance, liquidity needs, and investment timelines. Mike holds a Bachelor's degree in Mechanical Engineering from the United States Naval Academy and a Master's degree in National Security and Strategic Studies from the United States Naval War College. He also completed an Executive Program in Financial Planning at the University of Georgia’s Terry College of Business. He is certified as a CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Retirement Accredited Financial Advisor, and serves as a Senior Portfolio Advisor. In addition to his professional work, Mike is actively involved in his community through organizations such as American Heritage Girls, Habitat for Humanity, Trail Life USA, and Vet 2 Vet. He and his wife live on their family farm in South Georgia, where they raise livestock and grow various crops while homeschooling their four children.

Wealth management Retirement income strategy Income planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) Military & Veterans Parents
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