Lake Mary, FL International Pkwy Office

Jon Veneziano is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in Central Florida since 2003. He holds the designation of Personal Investment Advisor (PIA) and has over 25 years of experience in the financial services industry. In his role, Jon combines traditional financial advice with custom investment strategy development, managing portfolios through a broad selection of Merrill model portfolios and third-party strategies. As a specially qualified Senior Portfolio Advisor, he is able to provide discretionary management of client investment strategies within the Firm’s Investment Advisory Program. His expertise encompasses family wealth management, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, special needs planning, and sports and entertainment finance. Jon’s approach to wealth management is consultative and objective, focusing on personalized strategies aligned with clients’ long-term goals. Jon holds a Bachelor’s Degree from the University of Hartford. Outside of his professional responsibilities, he participates in community volunteering and dedicates time to personal interests including fishing, golfing, and spending time with his family.

Stephanie Carter is a financial advisor with Merrill in Lake Mary, Florida, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner and Smith, Inc. since 2009 and with Bank of America, N.A. since 2013. 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, offering model-based and discretionary strategies for a range of individual and institutional investors. The firm supports trading, account administration, and custody while employing strategic and tactical asset allocation, including tax-aware strategies for investors with higher tax sensitivity.

Sarah Perry is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1990. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Kostakis is a financial advisor at Merrill with 14 years of industry experience. She has held her current role since 2016 and holds Series 63 and Series 66 designations. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Stanley Sargent is a Resident Director and Financial Advisor with extensive experience in the financial services industry, including over three decades at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement income, and personal retirement planning, among other areas. He is involved with the Merrill Families of Children With Disabilities Program, which focuses on integrating strategies for families with special needs children. Stanley earned a Bachelor's Degree from the University of Florida Business School and holds the Chartered Financial Consultant (ChFC) designation, along with the Personal Investment Advisor (PIA) credential. His approach to wealth management centers on long-term financial strategies tailored to clients' goals and risk tolerance. In addition to his professional work, Stanley participates in community involvement through organizations such as Nathaniel's Hope and Quest INC. His personal interests include baseball, cooking, football, golfing, and woodworking.

Daniel Hughes is a Financial Advisor specializing in wealth management strategies at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans aligned with their goals and changing market conditions. Daniel leverages the investment insights of Merrill and the banking services of Bank of America to support clients' financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Daniel completed his high school education at Wildwood High. His approach emphasizes understanding what matters most to clients and their families to help create effective strategies aimed at pursuing their financial goals.

William Joyce is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Bank of America, and Merrill in earlier roles. 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 using model-based and discretionary investment strategies.

Melisa Lemoyne is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Melisa is committed to developing personalized financial strategies tailored to her clients’ long-term goals. Melisa brings extensive expertise in assisting individuals and families as they prepare for retirement, emphasizing listening to clients’ stories and understanding their concerns. Her approach addresses complex financial issues such as longevity and dementia through comprehensive wealth management plans that integrate retirement income, healthcare, and estate planning services. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Melisa holds a High School Diploma from Christian Brothers Academy, a Bachelor’s degree from LeMoyne College, and a Master’s degree from the State University of New York at Albany. She is active in the Central New York community, involved with organizations such as the Alzheimer’s Association, Central New York Chapter, and the New York State Children’s Alliance, Inc. Outside of work, she enjoys boating, golfing, reading, skiing, and watching movies.

Joseph Turner is a financial advisor with Merrill in Lake Mary, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has been with Merrill since 2012 and also worked at Bank of America, N.A. starting in 2025. Outside of his advisory role, he assists Reformation Orthodox Presbyterian Church with administrative tasks related to tracking tithes, offerings, and budgeting. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Batcho is a Senior Financial Advisor based in the Seminole County office in Heathrow, Florida. She is affiliated with Merrill Lynch Wealth Management and has over 30 years of experience in the financial services industry, having worked at both Bank of America and Merrill. Lisa specializes in delivering advice on retirement, education, insurance, and estate planning services. She assists affluent clients with wealth accumulation, growth, preservation, and legacy transfer. Her expertise includes personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Lisa earned a Bachelor of Science degree in Business/Management from the State University of New York at Buffalo and furthered her education through the Wharton School of Executive Education. She holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. and the Personal Investment Advisor (PIA) designation. Lisa develops customized strategies that incorporate investment and insurance products as well as banking and lending services from Bank of America to meet her clients' retirement and estate planning needs. In addition to her professional work, Lisa lives in Seminole County and enjoys sports and fitness. She is involved in community activities, including participating with Heathrow Womens Club Charities.

Jonathan Rogers is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2018. Outside of his advisory role, he serves as Treasurer for the Gabriela Grace Foundation, a nonprofit supporting families affected by perinatal loss and premature birth. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Cox is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Merrill since 1984 and has also been associated with 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Erick Montealegre is a Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 2003. He specializes in providing wealth management services to high-net-worth individuals, families, business owners, and corporate executives. Erick helps clients address complex financial matters through personalized planning and investment strategies tailored to their unique goals and circumstances. Throughout his career, Erick has focused on developing comprehensive financial strategies that include investment management, retirement income planning, education funding, estate planning, wealth transfer strategies, and tax-aware wealth planning. He often assists clients during significant life transitions such as retirement, inheritance, and business succession. Erick leverages the resources of Merrill, Bank of America, and Bank of America Private Bank to offer tailored support and guidance. Erick holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp and the Personal Investment Advisor (PIA) designation. He completed his high school diploma/GED at Miami Dade Community College. Erick communicates with clients in Spanish and English.

Jared Reimel is a financial advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2018 following his graduation from Baldwin Wallace University in Cleveland, Ohio, where he was a student athlete in football and track & field. Jared's professional mission is to empower clients with financial clarity and confidence to achieve their unique goals through personalized service, integrity, and informed guidance. With five years of experience, Jared focuses on working with business owners, skilled trade professionals, and individuals preparing for or living in retirement. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, individual and corporate investment strategy, and retirement income. Jared holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Jared is involved in community organizations including Elevation Scholars and Home of the Holy Angels. His personal interests include cooking, football, golfing, hiking, skiing, and spending time with his family.

Carol Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Heathrow, Florida office. She began her career in the financial services industry shortly after graduating from St. Michael's College in Winooski, Vermont, in 1983. Transitioning from administrative roles, she became a financial advisor in South Florida in 1997 and has since provided personalized wealth management strategies to her clients. Carol’s areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from a small town in Upstate New York near the Vermont-Massachusetts border, Carol has lived in Florida since 1984. She currently resides in Lake Mary, Florida, to be near her two married daughters and two grandsons. Her personal interests include golfing, reading, scuba diving, skiing, swimming, yoga, and spending time with her family.