Marshall Wright is a financial advisor with Merrill in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Merrill since 1990 and Bank of America, N.A. since 2011. Outside of his advisory work, he officiates at track and field competitions for the University of the South. 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.

Jennifer Rupert is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, including a concurrent tenure at Bank of America since 2009. She is based in Tallahassee, 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 constructed by internal and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Charlotte Wilson is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she spent two years at United Way of the Big Bend. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Gretchen Jones is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in the financial services industry since 1997. She has been part of the Beck Ervin Grant Group since 2006 and transitioned to her current advisory role in 2017. In this capacity, Gretchen assists clients in building personalized wealth management strategies, focusing on comprehensive approaches that address individual needs through informed decision-making. Her areas of expertise include family wealth management strategies, LGBT wealth planning, and women and wealth. Gretchen holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from Florida State University. Outside of her professional role, she is involved with community organizations such as the Southern Shakespeare Company and the Young Actors Theatre. Gretchen enjoys music, reading, traveling, spending time with her family, and watching movies.

Christopher Jones is a financial advisor with Morgan Stanley in Tallahassee, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, as well as prior positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jayson Thomas is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His background includes roles in education and hospitality before joining Merrill in 2022. He has also managed a small business in dry cleaning. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Dick is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1990, bringing over 30 years of experience in working with high net worth individuals, including business owners, foundations, and institutions. Robert takes a hands-on approach to financial guidance, aiming to assist clients with every aspect of their financial lives. He offers a total planning perspective for individuals, small business owners, and corporations that may lack the time, resources, or knowledge to manage their finances independently. Robert holds a Bachelor of Science in Marketing and a Master of Business Administration, both from Barry University in Miami, Florida. He has held significant roles in developing and mentoring Financial Advisors within Merrill Lynch since 2007. He maintains multiple FINRA registrations, including Series 7, 9, 10, 31, 63, and 66, as well as Life and Variable Annuity licenses. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in the Tallahassee community, Robert has volunteered or served on the boards of Boys Town of North Florida, Big Bend Hospice, and Tallahassee Ballet. He and his wife Sue enjoy spending time with their two children, participating in sports, and staying active within their church. His personal interests include football, golfing, running, and swimming.

Belinda Mitchell is a financial advisor with Merrill in Tallahassee, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. She has been with Merrill since 2016 and joined Bank of America N.A. in 2024. 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, and various institutional investors.

Michael Grant is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides a variety of investment services including wealth management strategies, investment manager selection, and portfolio performance tracking and guidance. He focuses on family wealth management strategies, liquidity management, personal retirement planning, and retirement income. With over 20 years of experience as a financial advisor, Michael works to address the financial affairs of families in his area, helping clients with estate planning issues and collaborating with their advisers to develop estate plans. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Michael is a graduate of Florida State University and resides in Tallahassee. In his personal time, he enjoys golfing, spending time with his family, and traveling.

Lara Finebloom is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management, where she is a valued member of the DWFDA Wealth Management Group. She specializes in working with high-net-worth individuals and families, creating tailored strategies and providing access to banking solutions from Bank of America. Lara offers thoughtful guidance on financial challenges and opportunities, drawing on the support of a successful and experienced team. She focuses on client relationships and measures her success by clients reaching their financial goals and their satisfaction with personalized service. With twenty-nine years of experience, Lara holds Series 7, Series 63, and Series 66 FINRA registrations and is a Chartered Retirement Planning Counselor™ designee. Throughout her nearly three-decade career at Bank of America and Merrill, she has gained expertise in lending, banking, management, operations, and investments, providing clients unique insights into various aspects of wealth management planning. Lara was named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list. She earned a Bachelor's Degree from Florida State University and moved to Tallahassee in 1993, where she has made her home. Lara and her husband, Elliott Finebloom, whom she married in 2015, both hold degrees from Florida State University. They enjoy spending time with family, gourmet cooking, entertaining, and traveling.

Mark Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as a financial advisor in 1998 after earning bachelor's degrees in Finance and Marketing from Florida State University. Mark holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. He is registered with FINRA under Series 7 and Series 66 and holds life, health, variable annuity, and long-term care licenses. Mark provides personalized financial advice by developing custom investment strategies and managing portfolios, including discretionary management through the firm’s Investment Advisory Program. His client focus areas include family wealth management strategies, endowments and foundations services, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He emphasizes balancing investment costs, performance, volatility, and tax impacts to tailor solutions suited to each client's unique situation. Outside of his professional work, Mark and his wife, Marie, have three daughters and enjoy outdoor activities such as hiking and camping. The couple is actively involved as members and volunteers in several local charities and organizations. Mark's personal interests include fishing, golfing, and spending time with his family.

Brooke Harman is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has previously worked at Waddell & Reed and Redeye Coffee. Brooke is based in Tallahassee, FL. 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, and institutions.

Clinton Alexander is the Resident Director with Merrill and a member of the DWFDA Team based in Tallahassee, Florida. He joined Merrill after a 21-year career in the United States Army. Clinton works with a team of seasoned financial advisors, focusing on helping clients plan and develop their financial goals. His client focus areas include education planning, managing new wealth, personal retirement planning, small business strategies, and retirement income. Clinton holds a Bachelor's Degree from The Citadel in Charleston, South Carolina, as well as Master's Degrees from Webster University and the United States Marine Corps University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Certified Plan Fiduciary Advisor (CPFA) designation. Additionally, he is registered with FINRA holding Series 7, 66, 9, 10, and 31 licenses, and holds the designations of Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He is involved in several professional organizations such as Choose Tallahassee, The American Legion, The Citadel Alumni Association, The Military Officer's Association of America, The Tallahassee Northside Rotary Club, and The Veterans of Foreign Wars. Clinton's community involvement includes AWANA, FSU Student Veterans, Ronald McDonald House, and United Way of the Big Bend. Outside of his professional and community work, he enjoys fishing, football, music, traveling, and spending time with his family including his wife Tori and their two daughters.

James Wright III is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2016. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. Its investment approach includes multiple program strategies and tax-efficient capabilities, supported by integration with Bank of America affiliates.

Zachary Marks is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized financial planning and investment strategies. In his role, he focuses on understanding clients' priorities to develop tailored approaches that address their short-, mid-, and long-term financial goals. He offers comprehensive guidance ranging from general investing and retirement planning to unforeseen savings needs, and facilitates access to additional resources through Bank of America specialists. With expertise as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Zachary works closely with clients to navigate competing financial demands such as home buying, education funding, elder care, and healthcare planning. He emphasizes ongoing advice and portfolio adjustments aligned with clients' changing situations. Zachary earned his High School Diploma from Vero Beach High School and pursued higher education at Florida State University (no degree conferred), Tallahassee State College (Associate's Degree), and Jacksonville University (Bachelor's Degree).

William Beck is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to the unique ambitions and priorities of affluent families, individuals, and business owners. His work focuses on areas including debt and equity selection with the goal of wealth creation and meeting client income needs. Since 1980, William has provided long-term financial planning through personal consultations. He holds a Bachelor’s degree from Florida State University and has earned the Personal Investment Advisor (PIA) designation. Based in Tallahassee, he emphasizes simplicity and transparency in wealth management to support clients in achieving their financial goals.

Trevor Mason is a financial advisor at Merrill in Tallahassee, FL, with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Outside of his advisory role, he manages a rental property. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager-selection and tax-efficient investment strategies.

Brady Squires is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he provides comprehensive financial and investment services to clients, including retirees, business owners, executives, and professionals. He works closely with clients to develop customized investment strategies aligned with their financial goals and risk tolerance. His focus encompasses asset preservation, retirement planning, risk and liability management, strategic and tactical strategies, and estate planning. Brady holds multiple professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He began his career with Merrill Lynch Wealth Management in August 2004 after earning Bachelor of Arts degrees in Finance and Marketing from the College of Business at Florida State University. Additionally, he holds associate degrees from North Florida Community College and Tallahassee Community College. Outside of work, Brady is involved with several professional and community organizations, including Springtime Tallahassee, Ducks Unlimited Tallahassee Chapter, Tallahassee Quarterback Club, Jackson Lodge, and Marzuq Shriners. He resides in Tallahassee with his two daughters.

Ina Smith is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized financial strategies for individuals and families. She emphasizes building genuine relationships with clients by first listening to understand their unique goals, values, and long-term aspirations. Ina aims to serve as a trusted resource through various financial decisions, supported by Merrill's investment resources and the banking and lending capabilities of Bank of America. Her expertise encompasses family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. She holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Ina's educational background includes a High School Diploma from Wakulla High School, an Associate's Degree from Tallahassee Community College, and Bachelor's Degrees from both Florida State University and Flagler College. Outside of her professional life, she enjoys spending time with her family, antiquing, hiking, hunting, reading, running, traveling, and watching movies.

Tony Guerra is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he joined in 2015. He specializes in creating personalized retirement strategies for businesses, affluent families, and individuals, including business owners and corporate executives. Tony serves as a Merrill Retirement Benefits Consultant, advising corporations on their retirement programs, and also works with professional athletes and individuals in the entertainment industry addressing their financial needs. His client focus includes college education planning, divorce transition planning, institutional and corporate benefit services, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, individual and corporate investment strategy, and retirement income. Tony holds a Bachelor of Science degree in Finance from Florida State University. He carries several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He is registered with FINRA through his Series 7 and Series 66 licenses and holds Life, Health, Variable Annuity, and Long Term Care insurance licenses. Born in New Jersey and raised in Naples, Florida, Tony resides in Tallahassee with his wife and their dog. Outside of his professional responsibilities, he is active in his community and volunteers his time. His personal interests include playing pickleball, basketball, golf, spending time at the beach and on the water, as well as traveling with family.

Michael Robinson is a Wealth Management Advisor at Merrill Lynch Wealth Management. With 25 years of experience, he focuses on assisting successful individuals, families, and business owners through the financially significant years leading up to and during retirement. He specializes in aligning investments, retirement income, and long-term wealth strategies with clients' life goals. As a CERTIFIED FINANCIAL PLANNER® professional, Michael employs a methodical approach that combines tailored financial planning with disciplined portfolio management. His expertise includes retirement planning, investment management, tax-efficient wealth transfer, risk management, and legacy planning. He leads an eight-person advisory team that has been recognized by Forbes on the Best-in-State Wealth Management Teams list from 2023 through 2026. Individually, he was named to the Forbes | SHOOK® Best-in-State Wealth Advisors list in 2024, 2025, and 2026. Michael holds a Bachelor's Degree from Florida State University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He is involved with organizations such as the Maclay School, Ronald McDonald House, and Trinity Methodist. His personal interests include antiquing, boating, camping, cooking, fishing, reading, scuba diving, and spending time with his family.

Amelia Eaton is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2005 and is currently part of the DWFDA Wealth Management Group. Amelia previously worked as a Financial Solutions Advisor and Central Supervision Principal in Jacksonville, Florida, before relocating to Tallahassee in 2014. Amelia holds a Bachelor of Science degree in Finance and Real Estate from Florida State University and a Master of Business Administration from Jacksonville University. She possesses several professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, and Certified Divorce Financial Analyst (CDFA), and holds multiple FINRA registrations such as Series 7, Series 66, Series 26, Series 9, and Series 10. As a Senior Portfolio Advisor, she provides traditional financial advice and develops custom investment strategies, managing client portfolios within the firm's Investment Advisory Program. Her areas of expertise include retirement income planning, analyzing social security benefits, assessing tax impacts on portfolios, and projecting future cash flows. Amelia is also experienced in college education planning, divorce transition planning, family wealth management strategies, legacy planning, and socially responsible investing. Outside of her professional role, Amelia enjoys biking, cooking, traveling, and spending time with her husband and son.

Gary Merriman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been providing financial services since 1994. He delivers highly personalized advice to individuals and business owners, helping clients develop, execute, and monitor tailored plans aimed at maximizing success toward their financial goals while managing risk. His expertise encompasses strategic and tactical investment management, estate planning, tax minimization, liability management, asset preservation, and services related to personal retirement, family wealth management, philanthropic planning, and endowment consulting. Gary holds a Bachelor of Science degree in Mathematics from the University of Georgia and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved with professional and community organizations, including Student Affairs at the University of Georgia and his church. Residing in Tallahassee with his wife Lynn, Gary has a son named Brian and remembers his late son Michael, in whose memory he supports a scholarship at the University of Georgia Disability Resource Center. Outside of work, his personal interests include biking, fishing, football, golfing, hunting, music, skiing, softball, and table tennis.

Kim Dixon is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 2004, she has held both the Series 7 and Series 66 FINRA registrations. Her professional services encompass transactional and fee-based wealth management, risk management including life, disability, and long-term care insurance, and strategies for wealth accumulation and retirement distribution. Kim’s client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, and retirement income. Kim began her career in 1996 as Director of Trade Promotion for the United States Foreign Commercial Service, stationed in Hanoi, Vietnam, where she supported American business interests following normalization of diplomatic relations. She later served as Manager of Global Marketing and Business Development at Loral Space & Communications. Raised in Tallahassee, Florida, Kim earned a Bachelor of Arts degree from Mercer University in 1995 and completed graduate studies in Art History at Georgia State University. She is a Personal Investment Advisor (PIA) and participates actively in professional and community organizations, including serving as Chairman of the Economic Club of Florida in 2014, past President of the Tallahassee Regional Estate Planning Council, and Co-Chair of the United Way of the Big Bend campaign initiative. In her personal time, Kim enjoys painting, reading, running, and spending time with her family. She is committed to building strong client relationships to help individuals focus on their overall financial picture and make informed decisions. Her community involvement extends to organizations such as the Boys & Girls Club, Tallahassee Community College, and the Tallahassee Symphony Orchestra.

Anthony Moas is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients' unique goals and changing market conditions. Anthony offers access to the investment insights of Merrill Lynch and the banking and lending services of Bank of America. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income planning. Anthony holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Anthony earned a bachelor's degree from Florida State University. Outside of work, he enjoys spending time with his wife and two daughters, as well as engaging in activities such as golf, fishing, and family outings at the beach.

Michael Tartaglia is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 2006 at Merrill Edge Self Directed in Jacksonville, Florida, and relocated to Tallahassee in 2017 to be closer to family and better serve clients in the area. Michael works alongside his partner Kevin Wilson to provide clients with comprehensive financial planning services, including retirement, savings, banking, mortgage, estate planning, and wealth transfer. Michael's areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, socially responsible and ESG investing, and portfolio management services. He holds FINRA Series 7, 66, 24, and 9/10 registrations as well as a Florida Life/Health Insurance Agent license and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Finance from Florida State University’s College of Business. Outside of his professional responsibilities, Michael enjoys spending time with his wife Kristin and their three sons in Tallahassee, as well as engaging in activities such as tennis, soccer, fishing, and following Florida State athletics. He is also involved with Business Networking International.

William Ervin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has dedicated his entire career to the Tallahassee office, serving clients with wealth management strategies tailored to their individual needs. With over 35 years of industry experience, William advises clients on wealth accumulation, preservation, and transfer. His approach includes portfolio development, liability management, and asset preservation strategies, with a focus on securing a lifetime retirement income stream. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. William holds a Bachelor's Degree from Florida State University and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation.