Clearwater, FL Cleveland St Office

Amy Micik is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Behavioral Finance and serves as a Senior Portfolio Advisor, managing custom investment strategies and selecting from a range of investment portfolios to help clients pursue their objectives. Amy is a Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), and holds additional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Amy's expertise spans areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, as well as tax minimization. She serves a diverse client base including business owners, corporate executives, professional athletes, individuals with sudden or inherited wealth, widows, divorcees, and families. Her approach emphasizes putting the client's interests first and creating plans that clients can easily understand and follow, drawing from her background in education, psychology, and technology. Amy holds a Bachelor's Degree from Illinois State University. Outside of work, she enjoys adventure sports, antiquing, boating, dancing, gardening, hiking, interior decorating, reading, writing, and yoga. She supports organizations such as Habitat for Humanity, Stop Soldier Suicide, and The Boys & Girls Club, and is a supporter of the arts, environmental causes, children, and animals.

Diana Melvin is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Robert De Korte is a Series 66 licensed advisor at Merrill with eight years at the firm and a total of three years in the financial industry. His prior experience includes roles at St. Petersburg College and Acree Air Conditioning, Inc. He serves as a board member of the Seminole Lake Rotary Club, a local civic organization. Merrill 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, pension plans, corporations, and charitable organizations.

Michael Vega is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Edward Jones and Wells Fargo Clearing. 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

Caroline Williams is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sydney Colson is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER (CFP). In her role, she collaborates with clients to develop strategies that address short-, mid-, and long-term financial goals, providing guidance on a range of topics including general investing, retirement planning, and unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Sydney specializes in college education planning, family wealth management strategies, small business strategies, and support for women and wealth. Originating from the Chicago area, she holds a Bachelor's Degree from Creighton University and carries the designation of Personal Investment Advisor (PIA). She emphasizes a financial planning approach that is both understandable and empowering, aiming to help clients build wealth while enjoying their lives. Outside of her professional responsibilities, Sydney engages in activities such as adventure sports, golfing, running, volleyball, traveling, and spending time with her family.

William Kastin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in legacy planning, personal retirement planning, and retirement income. He works closely with individuals and families to help them navigate important financial decisions with clarity and confidence. William's approach centers on understanding each client's unique goals and priorities to develop personalized strategies that align with what matters most to them. He values long-term relationships and aims to be a trusted resource as clients' financial needs evolve over time. He holds a Bachelor's Degree from St John's University and the Professional Investment Advisor (PIA) designation. Outside of his professional work, William enjoys adventure sports, boating, bowling, golfing, music, reading, skiing, and watching movies.

Gregory Singletary is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, leveraging his experience in wealth management. He holds the professional designation of Personal Investment Advisor (PIA). Gregory earned his bachelor's degree from East Carolina University.