Key West, FL Flagler Ave Office

John Parks serves as an Associate Resident Director at Merrill, where he leverages over 25 years of industry experience to provide individuals and businesses with tailored financial strategies. He focuses on delivering personalized wealth management solutions designed to align with clients' life priorities and financial goals. John holds a Bachelor's Degree from Florida State University and has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach emphasizes understanding each client's unique financial picture to help them pursue their aspirations with confidence. In addition to his professional work, John participates in community organizations such as the Cancer Foundation of the Florida Keys, Florida State Alumni Association, Key West Chamber of Commerce, Key West Golf Club, Key West Rotary Club, and Key West Yacht Club, reflecting his commitment to community involvement.

Joseph Siemens Jr. is a Senior Financial Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. He leads a financial services practice consisting of five professionals focused on addressing the unique needs of wealthy individuals and families. His practice collaborates closely with Bank of America Private Bank to provide comprehensive guidance on major life and financial decisions. Joe began his career over 30 years ago at J.J.B. Hilliard, W.L. Lyons, Inc., a Louisville-based investment firm. He later joined Merrill Lynch Wealth Management's Rockefeller Center office in Manhattan, serving as both a Senior Financial Advisor and Senior Portfolio Manager. He holds a Bachelor of Arts degree in Accounting from Western Kentucky University and earned the Certified Private Wealth Advisor® (CPWA®) designation through the Yale School of Management. His expertise includes advanced tax planning strategies, legacy and philanthropic planning, full-service asset management, preparing future generations for wealth stewardship, and navigating complex Social Security and Medicare decisions. Residing in Key West, Florida, Joe maintains offices in both Key West and New York City's Financial District. He is involved with professional organizations such as Junior Achievement, Ronald McDonald House, and YMCA - West Side New York, and participates in community service activities including New York Cares and the St John the Divine soup kitchen. His approach combines technical expertise with a commitment to helping families make confident, values-based financial decisions across generations.