Boca Grande, FL Office

P Kilborn is a Wealth Management Advisor at Merrill Lynch Wealth Management. As team leader, he focuses on crafting personalized asset allocations for families based on their financial strategies. He has been providing financial and wealth management advice at Merrill since 1983, drawing on over 40 years of experience. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. P holds a bachelor's degree from Southern Methodist University and is a Personal Investment Advisor (PIA). He is involved with the Daniel Murphy Scholarship Fund. In his personal time, P enjoys basketball, football, golfing, ice hockey, reading, swimming, and spending time with his family.

John Erdmann III is a Private Wealth Advisor at Merrill Private Wealth Management, leading The Erdmann Group. He has been ranked #1 on the Forbes "America's Top Wealth Advisors" list for eleven consecutive years, reflecting the efforts of his over 30-person team dedicated to providing customized wealth management services. Over four decades, his practice has focused on ultra-high-net-worth families, many of whom are founders, CEOs, or presidents of private and public companies. John's expertise encompasses intellectual rigor, in-depth customization, and a commitment to service. His client focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and women and wealth. He holds the Professional Investment Advisor (PIA) designation and earned his bachelor's degree from Ohio Wesleyan University. John and his family are involved in community service, particularly working to address homelessness in Norwalk, Connecticut. He serves as the Chairman of the Board of Directors for Open Doors, a service organization dedicated to this mission. John, his wife Barbara, and their three sons are committed to giving back to their community while maintaining a strong focus on family.

George Vogt is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the financial services industry, including more than 30 years with Merrill. He focuses on developing personalized wealth management strategies tailored to clients' individual goals, leveraging insights from Merrill and banking solutions from Bank of America to help clients navigate changing market conditions. George holds a Bachelor of Science degree in Business Administration from Washington University in Saint Louis, earned in 1970. He carries the Personal Investment Advisor (PIA) designation. Throughout his career, he has maintained strong ties to his community, volunteering with organizations such as Our Lady of Mercy Catholic Church and St. Louis Priory. Residing in St. Louis his entire life, George is married with three adult daughters and nine grandchildren. Outside of his professional work, he enjoys basketball, golfing, hiking, reading, traveling, and spending time with his family.