Memphis, TN Poplar Ave Office

Thomas Williams is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with Merrill since 1983 and also associated with Bank of America since 2009. Outside of his advisory work, he serves as president of the Hatchie Coon Hunting Club and participates on advisory committees for Christian Brothers High School and estate management. 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 tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Stephens is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and is dedicated to helping clients pursue their financial goals by developing personalized strategies. Evan earned a Bachelor's Degree from Howard University. He focuses on connecting clients with the appropriate people, plans, and processes tailored to their unique ambitions. His work includes assisting clients with planning and funding education, retirement lifestyle considerations, potential healthcare costs, and long-term family goals. Evan emphasizes simplicity and transparency in wealth planning, aiming to make the complexities of investing accessible and manageable for his clients. He seeks to incorporate clients' personal perspectives and priorities into the financial strategies he develops.

Meggan Glass is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill since 2013 and has also worked at Bank of America, N.A. since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal teams and third-party managers.

Gregory Gartrell is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Investments. 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.

William Bradley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high net worth individuals, their families, business owners, and executives to set realistic retirement goals and prioritize their financial needs. He develops and implements personal financial strategies utilizing a range of financial instruments to preserve and grow client wealth. Bill holds a Bachelor of Arts degree from Hendrix College and a Master of Business Administration from Louisiana Tech University. He has earned the Certified Investment Management Analyst (CIMA) designation as well as the Personal Investment Advisor (PIA) designation. He has been with Merrill since 1987 and has extensive experience in wealth management. Bill is a current member and former President of the Kiwanis Club of East Memphis. He has lived in Memphis for over thirty-five years, where he resides with his wife Kay and raised his two sons.

Bryan Peterson is a Financial Advisor at Merrill Lynch Wealth Management. He leverages his experiences, including serving eight years as a U.S. Navy Intelligence Specialist and graduating from Rhodes College, to provide disciplined and thoughtful financial guidance. Bryan works with individuals, families, and businesses to develop personalized wealth management strategies that align with their unique financial goals. His areas of expertise include education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Bryan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Bryan’s commitment to service is informed by his military background and personal life experiences, including caregiving during a family health crisis. He is based in Memphis, where he and his wife build their life together. Outside of his professional work, Bryan enjoys basketball, bowling, chess, dancing, football, music, singing, skiing, traveling, and watching movies.

Gabriel Douba is a financial advisor at Merrill in Memphis, TN, holding Series 65 and Series 66 licenses. He began his career in the financial industry in 2026 and has prior experience working in hospitality and retail sectors, including a notable period managing Petra Cafe. Merrill, together 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 with model-based and discretionary investment strategies.

Cheryl Dye is a financial advisor at Merrill with 39 years of industry experience. She has held her current role since 2015 and holds the Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal teams and third-party managers.

Hannah Weatherly is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Weatherly & Associates team. She specializes in family wealth management strategies, legacy planning, managing new wealth, and working with women and wealth. Hannah focuses on portfolio construction, manager selection, and ongoing oversight to ensure that investment strategies remain disciplined, consistent, and responsive to evolving client priorities. She applies her analytical and problem-solving skills developed during her career at RBC Capital Markets, where she worked as an investment banking analyst in the Technology Coverage Group. This experience supports her work with clients during pivotal transitions, such as after a business sale or liquidity event, helping structure portfolios, evaluate risk, and allocate capital in alignment with long-term objectives. Hannah holds a Bachelor's degree in Business Administration with a concentration in finance from Southern Methodist University and is a Chartered Financial Analyst (CFA) charterholder as well as a Personal Investment Advisor (PIA). Outside of her professional activities, she enjoys hiking, tennis, yoga, and spending time with her family.

Stephanie Mcever is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been contributing since 1998. In her role, she leads client relationship management and portfolio analytics, including risk management strategies, cash flow diagnostics, and retirement and long-term planning forecasting. Stephanie also manages the team's community efforts and relationships with professional money management partners. Her expertise spans various client focus areas such as college education planning, corporate and employee benefits, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and women and wealth. Stephanie holds the Certified Plan Fiduciary Advisor (CPFA) designation and has earned a Bachelor's degree in Marketing and International Business from Baylor University and a Master's degree in Marketing from the University of Memphis. Stephanie is involved with organizations including Briarcrest Christian School, March of Dimes, and St. Jude. She supports local performing arts and educational institutions and enjoys fishing, hiking, music, traveling, volleyball, and spending time with her family. In 2026, she was named to Forbes' "Top Women Wealth Advisors Best-in-State" list.

Nathan Ollie is a Financial Advisor and Chartered Advisor in Philanthropy® professional at Merrill Lynch Wealth Management. He focuses on serving business owners, executives, philanthropists, foundations, and nonprofit organizations by helping them build lasting legacies and achieve philanthropic and financial goals. His practice emphasizes comprehensive wealth strategies including retirement, trust, estate, philanthropic planning, and impact investing, tailored to individual and institutional clients. Nathan holds a Bachelor's Degree from the University of Memphis and professional designations as a Chartered Advisor in Philanthropy (CAP) and Personal Investment Advisor (PIA). He partners with clients to align their passions with their giving and to manage the complexities of philanthropy and wealth stewardship effectively. In addition to his professional work, Nathan is involved in various community organizations such as 100 Black Men of Memphis, ARTSmemphis, Agape Child & Family Services, Habitat for Humanity, and St. Andrew AME Church. His personal interests include basketball, chess, football, golfing, reading, spending time with family, traveling, watching movies, and writing.

Kendall Craig is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Horizon Advisors and MSM Solutions. Outside of finance, he has experience running a Nutrition Bar business and has held academic roles at the University of Memphis and Mississippi State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Brian Holladay is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over seventeen years in the industry, he focuses on a comprehensive approach to managing wealth, collaborating closely with clients to define their goals and develop strategies that align with their financial objectives. His areas of expertise include equity compensation services, family wealth management strategies, legacy planning, small business strategies, and retirement income planning. Brian holds a Bachelor's degree from the University of Mississippi and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) certifications. He combines access to Merrill's investment insights and Bank of America's banking services to address various aspects of clients' financial lives. He lives in Memphis with his wife Molly, and in his personal time, he enjoys basketball, football, golfing, skiing, and traveling. Brian is also involved with the Boys and Girls Club of Greater Memphis as part of his community involvement.

John Wheeler is a financial advisor at Merrill in Memphis, TN, holding a Series 66 designation with 18 years of industry experience. He has been with Bank of America and Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradley Cobb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves on the Ruch Cobb & Associates wealth management team. Since joining Merrill in 2012 after earning a bachelor's degree in finance from Christian Brothers University, Bradley and his team focus on helping clients preserve and grow assets by providing customized wealth management solutions tailored to each individual's financial goals. Their approach emphasizes listening carefully to client needs, minimizing risk, and delivering high-quality service to build trust and confidence. Bradley and his team utilize a comprehensive, four-step wealth planning process designed to identify and quantify client concerns and objectives, creating actionable plans that guide investment decisions. Their multi-generational perspective benefits from the diverse ages, resources, and professional designations within the team, including Bradley’s credentials as a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). The group also leverages the broader resources of Merrill, Bank of America, and trusted external advisors to develop a strong financial network for their clients. Outside of his professional work, Bradley has lived in Memphis his entire life and engages in activities such as attending Memphis Grizzlies basketball games and enjoying water sports and boating at the lake.