Macon, GA Arkwright Rd Office

Jennifer Fromm is a financial advisor with Merrill in Macon, GA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Merrill since 1993. 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 and profit-sharing plans, corporations, and charitable organizations.

James Willis is a Financial Advisor with Merrill Lynch Wealth Management based in Macon, Georgia. He works with clients to understand their financial goals and develops tailored strategies to pursue their short-, mid-, and long-term objectives. His approach involves serving as a resource for a range of financial needs including investing, retirement planning, and access to additional Bank of America specialists for banking, credit, home financing, and small business solutions. James has over 10 years of experience in the financial industry. He began his career as a financial institution specialist with Steve H. Powell and Co., followed by a role as a financial analyst in corporate finance and accounting at Briggs & Stratton. He holds a bachelor's degree in finance from Georgia Southern University and earned an MBA from Western Governors University. He holds the Personal Investment Advisor (PIA) designation. James joined Merrill in 2023. Outside of his professional responsibilities, James has interests that include baseball, fishing, golfing, woodworking, traveling, and spending time with his family.

William Baxley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with a select group of families and businesses to develop and implement strategies that manage wealth effectively, focusing on asset and liability management. William’s approach emphasizes clear communication and individualized wealth management plans that support clients’ retirement goals and income needs. William began his career in financial services with SunTrust Bank, where he completed the Executive Management Program and worked as a commercial lending officer. He joined Merrill Lynch Wealth Management in 1997. He earned a Bachelor's degree in Economics from Vanderbilt University and completed a year of study at the London School of Economics. William holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, William is involved in his community, volunteering with Upward Bound and Vine Ingle Little League and serving on the Board of Trustees at Stratford Academy. He resides in Macon with his wife, Karen, and their children. His personal interests include fishing, golfing, and hiking.

Robine Philmon is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1998. Outside of her advisory role, she is a member of Lifestyle Tanning Salons LLC, a retail business based in Macon, Georgia. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

James Berg, Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services with a focus on personal investment strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's degree from the Georgia Institute of Technology. This educational background supports his expertise in financial management and investment advising.

Jorge Valdes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to individual client goals, utilizing the investment insights of Merrill alongside the banking and lending solutions of Bank of America. His client focus includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jorge holds a Bachelor's Degree from the University of Georgia and a Master's Degree from Mercer University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Outside of work, Jorge enjoys fishing, hunting, and reading.

Kevin Frounfelker is the Resident Director of the Macon office and a Senior Vice President and Wealth Management Advisor at Merrill. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional with the Frounfelker and Maley Group. In addition to goals-based wealth management planning for individuals and families, he and his team also manage 401(k) plans through Merrill's Fiduciary Advisory Services Platform, offering a range of services including Investment Policy Statement development, fiduciary services, participant education, plan design consulting, and ongoing plan review. Kevin holds multiple professional designations, including CFP®, Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his high school diploma from Beavercreek High School, an associate's degree from Middle Georgia State University, and a bachelor's degree from the University of Georgia. He has been involved in community service through the Macon North Rotary Club, where he served as president in 2015-16 and remains a current member. Kevin also previously served as a board advisor for United in Pink and was a member of the Middle Georgia State University Alumni Board. His personal interests include biking, cooking, reading, rock climbing, running, swimming, yoga, and spending time with his wife and two daughters.

Jackson Evans is a Financial Advisor at Merrill Lynch Wealth Management. He transitioned from a career in the banking industry to focus on helping individuals and families pursue their financial goals and dreams. Jackson utilizes Merrill’s investment insights along with access to Bank of America’s banking services to develop comprehensive financial strategies tailored to clients' unique needs. His expertise includes retirement planning, lifetime cash flow analysis, risk tolerance assessment, and wealth planning services, integrating credit, lending, and banking solutions through Bank of America. Jackson’s client focus areas include college education planning, defined benefit plans, managing new wealth, personal retirement planning, portfolio management, and small business strategies. Jackson holds a Business degree with a major in Management from Georgia Southern University. He is involved in his community through participation with Habitat For Humanity of Macon, Georgia, supporting efforts to build safe and affordable homes in the local area. Outside of work, he enjoys boating, camping, golfing, hiking, music, and spending time with his family.

John Collier is a financial advisor at Merrill with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Merrill since 2007 and Bank of America, N.A. since 2009. 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 plans, corporations, and charitable organizations.

Edward Landon is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation. Edward earned an Associate's Degree from Central Georgia Technical College and a Bachelor's Degree from Middle Georgia State University.

Amy Maley is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2005, concurrently working with Bank of America since 2011. Maley serves as a board member of Northminster Presbyterian Church in Macon, Georgia, where she leads the Worship committee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with tailored features for tax-sensitive investors.

Shirley Colvin is a financial advisor at Merrill with Series 63 and Series 66 designations and 38 years of industry experience. She has been with Merrill since 1979, totaling 47 years at the firm in Macon, GA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Whitney Evans III is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification and is a member of the CERBS Group. The group focuses on delivering tailored financial guidance with a disciplined approach to clients' wealth management. He began his financial services career with Merrill Lynch Wealth Management in 1992 and has served as Senior Resident Director of the Merrill Macon branch for 18 years. Whitney focuses on understanding clients' needs, quantifying their financial objectives, organizing investments, and developing client relationships. Whitney Evans III graduated from Auburn University with a Bachelor's degree in Business Administration. He resides in Macon with his wife, Christy, and their children, Tyler and Jack.

Elizabeth Rodgers is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 2016. 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, offering model-based and discretionary investment strategies constructed by internal Chief Investment Office teams and third-party managers.

Gary Morgan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging the resources of Merrill and Bank of America, he provides access to investment insights, banking convenience, and lending solutions to support comprehensive wealth management. Gary holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Georgia. He is also engaged in community activities and volunteers with local organizations, reflecting the Merrill tradition of commitment to the communities they serve.