Hot Springs, AR Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

4

Of 25,448 advisors across 3,099 offices

Location

3954 Central Ave

Hot Springs AR 71913

Advisors at this office

4

Advisors at this office

Mark S

Series 66

Hot Springs, AR

Merrill

Mark Seitzer currently serves as an Associate Resident Director at Merrill, where he applies over two decades of experience in financial advising. With 21 years at Merrill and the last 12 as a Senior Financial Advisor, he focuses on client-centered services including legacy planning, portfolio management services, and retirement income. His professional approach emphasizes a disciplined investment process centered on asset allocation, diversification, and rebalancing to align with clients' financial goals, time horizon, and risk tolerance. Mark holds multiple professional designations: Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned an Associate's Degree from NPCC and a Bachelor's Degree from Henderson State University. Based in Glenwood, AR, he balances his professional responsibilities with personal interests such as golfing, spending time with his family, and traveling. Mark is committed to building strong client relationships and assisting individuals and families with significant financial decisions.

Retirement income strategy Wealth management General retirement planning
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Shannon A

Series 66

Hot Springs, AR

Merrill

Shannon Allen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Allen worked at Morgan Stanley for four years and has held roles at the University of Arkansas at Fort Smith, Chick-fil-A, National Park College, and Genesis Cancer Center. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management

Mitchell L

Series 66

Hot Springs, AR

Merrill

Mitchell Lowe is a Financial Advisor at Merrill Lynch Wealth Management who focuses on building client relationships through strategic financial planning and personalized service. He specializes in connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Mitchell works closely with clients to define their goals and develop portfolio strategies tailored to reach those objectives, providing ongoing advice and portfolio adjustments as circumstances evolve. Mitchell holds a Bachelor's Degree from Southern Arkansas University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys golfing, music, and spending time with his family.

Family Business College savings (529s, UTMA, etc.) Elder care planning General retirement planning Wealth management
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Reggie R

Series 66

Hot Springs, AR

Merrill

Reggie Ritter is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2007 and has concurrently worked at Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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