Brentwood, TN 201 Franklin Rd Office

Edgar Evins is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 36 years of experience exclusively with Merrill. A Nashville native who grew up in a banking family in Lebanon, Tennessee, Edgar holds a Bachelor's Degree in Vocal Performance from Samford University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and a Personal Investment Advisor (PIA). Throughout his career, Edgar has focused on personalized wealth management strategies that align with clients' unique goals and values. His expertise includes college education planning, employee benefits planning, family wealth management strategies, portfolio management services, women and wealth, and retirement income. He places emphasis on legacy and next-generation planning, aiming to help clients use money as a tool to achieve what matters most to them. In addition to his professional work, Edgar participates in his community through volunteer efforts and dedicates personal time to interests such as cooking, genealogy, music, photography, reading, singing, traveling, watching movies, and spending time with his family. His approach to wealth management is guided by the philosophy that financial goals should reflect meaningful accomplishments over time.

Jake Embry is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2000 and focuses on in-depth wealth-management planning, assisting clients in developing and implementing strategies to achieve their financial objectives. He works closely with retired clients on various income strategies and has knowledge in home financing, home equity lines, and securities-based loans, helping clients determine the best use of credit through services provided by Bank of America, N.A. As a Senior Portfolio Manager, Jake manages his own Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Retirement Planning Counselor (CRPC) designations. Jake earned a Bachelor of Science degree in Finance from the University of Alabama and a High School Diploma from Hendersonville High School. Outside of his professional work, Jake enjoys spending time with his family on Center Hill Lake, watching college football, and reading. He was named to the Forbes "Best-in-State Wealth Advisors" list from 2019 through 2024.

Karianne Subgrunski is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2011, based in Brentwood, TN. 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 plans, corporations, and charitable organizations.

Mitzi Michaelson is a Wealth Management Advisor with more than 24 years of experience in financial and wealth management services. She joined Merrill Lynch Wealth Management in 2000 after working for JC Bradford as an investment advisor and sales coordinator for the Defined Asset Trust division. Mitzi serves as a Senior Portfolio Advisor, managing custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment options. Mitzi holds an MBA from Middle Tennessee State University and a bachelor's degree from Millsaps College. She has earned several professional designations, including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She previously served as co-president of the Tennessee Chapter of Women's Exchange at Merrill. Mitzi resides in Murfreesboro, Tennessee, with her husband Rick and daughter Ellie. She and her husband are involved in the local medical community and have held leadership roles in the Stones River Medical Alliance, Tennessee State Medical Alliance, and the American Heart Association. Mitzi is a member of The Rutherford Society and actively participates in the Charity Circle of Murfreesboro. She is also affiliated with St. Paul's Episcopal Church in Murfreesboro.

Frederick Dasso is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Frederick earned a Bachelor's Degree from the University of Kansas.

Jannel Buckley is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc. Outside of her advisory role, she serves on the Town of Wake Forest Planning Board, contributing to local land use and development planning. 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, and institutional accounts, with portfolio implementation tailored to strategy and tax considerations.

Mallory House is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Main Event, Inc., Pilot.com, and Delek US Holdings, Inc. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

John Cusick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a holistic approach that seeks to streamline both sides of a client's balance sheet and resolve the complexities associated with significant wealth. John works with individuals and families to understand their financial situations, risk tolerance, time horizons, and liquidity needs, helping them articulate their short- and long-term goals and recommending financial strategies aligned with their objectives. His expertise includes retirement planning, income generation, options strategies, college planning, commercial and residential lending opportunities through Bank of America, life change management, wealth preservation, and tax-efficient estate planning services. Before joining Merrill Lynch, John earned a Juris Doctorate Degree from Saint Thomas University and a Bachelor's Degree from the California State University System. He has extensive experience as a litigation and appellate attorney, having handled dozens of contested trials including divorce, paternity, criminal, probate, foreclosure, eminent domain, and homeowners association disputes. John has argued before every district court of appeal in Florida. He is a Personal Investment Advisor (PIA) and a member of the Florida Bar and Texas Bar. While he does not provide legal advice in his role as a financial advisor, his legal background informs his comprehensive approach to wealth management. John is committed to delivering the highest level of service to his clients and genuinely cares about their financial well-being. He is involved in community service through Habitat for Humanity. Outside of work, John enjoys baseball, boating, fishing, racquetball, reading, tennis, traveling, and spending time with his family.

Alice Windsor is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 1981. Windsor holds a Series 63 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roger Rhodes Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill. He focuses on empowering busy professionals by providing personalized, holistic financial strategies to help achieve their goals. His responsibilities include working with clients to develop goal-based strategies, servicing new and existing clients, delivering client reviews, and advising on life insurance and annuities. Roger engages closely with clients to address their concerns and assist in reaching their financial objectives. Roger began his financial services career in 2006 as a licensed personal banker and joined Merrill in 2012. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor’s degree from the University of Tennessee. Roger specializes in client areas such as college education planning, corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Originally from Knoxville, Roger now resides in Nashville with his wife Kristi and their three children. He volunteers with Ronald McDonald House and enjoys boating, chess, fishing, golfing, spending time with family, and traveling.

Cade Nicholson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their attitudes towards opportunity and risk in the marketplace, aiming to develop asset allocations that align with their goals. Through continuous reassessment and a goals-based approach to wealth management, Cade prioritizes building strong relationships that foster open dialogue to address multiple aspects of clients' financial lives. Cade holds a Bachelor of Arts degree in Business Management from Texas State University. He entered the financial services industry in 2012 as a client associate at Merrill Lynch in Midland, Texas, working alongside his mother, Rebecca Nicholson. He holds the Series 7, 66, 9, and 10 FINRA registrations and the Personal Investment Advisor (PIA) designation. Together, they serve a diverse group of individuals, families, and businesses. Residing in Tennessee with his wife Katie White, Cade manages the family farm known as the White Nickel Ranch. Outside of work, he is involved in activities such as western riding lessons, managing grass-fed beef and pasture-raised poultry, alongside their three farm dogs. Cade is also engaged in community organizations including the Arts Council of Midland, Big Brothers Big Sisters of the Permian Basin, and serves as a Venture Crew Advisor for the Boy Scouts of America.

Robert Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a boutique advisory team focused on delivering high-touch, high-quality services to a select group of affluent families. His practice specializes in addressing the unique needs of corporate executives, business owners, and retirees by providing customized strategies that leverage Merrill’s resources to simplify financial complexities and help clients achieve their family priorities and long-term goals. With over 25 years of experience, Robert advises successful business owners and executives on wealth management, exit planning, equity compensation, cash flow planning, risk management, and tax-efficient strategies. As a Certified Exit Planning Advisor® (CEPA), he guides business owners through the exit planning process, aligning business, personal, and financial objectives to maximize value and preserve wealth and legacy. For executives, he offers strategic support to navigate transitions from executive roles into retirement or their next life phase. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Private Wealth Advisor® (CPWA) designations, along with FINRA Series 7, 24, and 66 registrations, and is insurance licensed. His educational credentials include a Bachelor’s degree from Lipscomb University and a Master of Business Administration with a focus on finance from Georgia State University. Beyond his professional commitments, Robert serves on the Board of Directors for the Second Harvest Food Bank of Middle Tennessee. His personal interests include basketball, football, golfing, music, reading, running, singing, soccer, and spending time with his family.

Walter Juarez is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nine years of industry experience, including seven years at Merrill. He leads a team that has developed a process to assist families, business owners, and executives in making informed financial decisions by understanding objectives, creating clear strategies, and conducting regular progress reviews. Walter's areas of expertise include family wealth management strategies, legacy planning, managing new wealth, and tax minimization. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a graduate of Westminster College and is bilingual in English and Spanish. Walter is involved with professional and community organizations, including Toastmasters International and volunteering with the American Cancer Society and the American Red Cross. He enjoys activities such as chess, cooking, hiking, horseback riding, ice skating, and spending time with his family.

Steven Laughlin is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. Merrill, alongside 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.

Benjamin Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing tax-efficient global portfolios designed for long-term capital appreciation for individuals and families. Utilizing alternative investments, options, and private credit, he collaborates closely with clients through open and consistent communication to establish personalized financial strategies. His areas of expertise include divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, tax minimization, and retirement income. Benjamin holds a Bachelor's Degree from the University of Wisconsin and has the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Benjamin volunteers in his community and pursues personal interests that include cooking, football, golfing, hunting, music, reading, and tennis. He lives in College Grove, Tennessee, with his wife, Dionne, and their children, Oliver and Kendall.