Naples, FL Office

Daniel Sandlin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been providing financial guidance since 2000, initially working with Morgan Stanley before joining Merrill Lynch in 2012. Dan's practice focuses on applying seven distinct wealth management disciplines to help preserve and grow clients' wealth in alignment with their individual goals and objectives. Dan graduated from the University of Colorado at Boulder with a Bachelor of Science degree in Finance and participated in the Semester at Sea program, a ship-board global study sponsored by the University of Virginia. He earned his Certified Financial Planner (CFP®) certification in 2015. His client focus includes college education planning, retirement income, legacy planning, and tax minimization among other areas. Residing in Chicago, Dan is an active member of the Union League Club. In his free time, he enjoys golfing and spending time in Lake Geneva, Wisconsin. Dan emphasizes a client-centered approach built on openness, clarity, and trust to help clients achieve their financial objectives.

Michael Ne Camp is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008 and has been with Bank of America, N.A. since 2011. Outside of advising, he is involved in a Florida rental property business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Richard Tarantino is a financial advisor at Merrill with 52 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1974, also holding a position at Bank of America, N.A. since 2011. He is involved with Aviation Partners LLC, a family-held LLC managing family assets. 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.

Jim Moutzalias is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1982, including a concurrent role at Bank of America since 2009. Outside of his advisory practice, he is the owner of RJN Condo LLC, a for-profit entity unrelated to investment advisory services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Mawson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Leveraging the investment resources of Merrill and the banking and lending solutions of Bank of America, he works closely with clients to help pursue their long-term objectives. John holds a Bachelor's Degree from the United States Naval Academy and a Master's Degree from the Naval Postgraduate School. He holds the Personal Investment Advisor (PIA) designation. Committed to community engagement, John volunteers with local organizations, reflecting the Merrill tradition of service in the communities served.

Thomas Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management and serves as the senior partner of The Wilson Group. With over 40 years of wealth management experience, he creates goals-based financial strategies and helps manage investment portfolios for clients with complex needs. His client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Thomas holds a High School Diploma from Lake Forest Academy and has attended the University of Wisconsin System and Loyola University Chicago without degree conferment. He holds the Personal Investment Advisor (PIA) designation and was a member of the NASD Board of Arbitrators in 1990. His professional philosophy emphasizes clear, thoughtful financial guidance grounded in integrity, professionalism, and disciplined process, aiming to build lasting relationships based on trust and transparent communication. In addition to his professional work, Thomas is actively involved in community service, volunteering with organizations such as Florida Baptist Disaster Relief, Harry Chapin Food Pantry in Naples, Northern Illinois Food Pantry, Our Daily Bread Food Pantry in Marco Island, and St. Matthews House in Naples. He enjoys golfing, music, and spending time with his family.

George Kondracke is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Merrill since 2006 and has worked at Bank of America, N.A. since 2011. Kondracke is involved with the Kondracke Family Foundation, a charitable organization focused on donations. 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.

Lisa Kautz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 1998. She supports clients through a defined discovery process to develop strategic plans tailored to their short-term, mid-term, and long-range financial goals. Lisa and her team provide services including investment guidance, retirement income planning, education funding strategies, generational wealth transfer consulting, and support through significant life events such as divorce or job transitions. Her expertise covers areas such as college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Lisa holds professional designations including Accredited Domestic Partnership Advisor (ADPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lisa earned a Master's Degree from Simmons Graduate School of Management and a Bachelor's Degree from the University of Massachusetts. She also draws on her background as a small business owner and trained educator to work effectively with clients. Outside of work, Lisa enjoys boating, music, reading, spending time with her family, and watching movies.

Bruce Ballard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification, along with credentials as a Personal Investment Advisor and in Sports & Entertainment. Bruce focuses on comprehensive wealth management and advanced strategies, including alternative investments. With over 30 years of experience, Bruce provides customized strategies addressing various financial areas such as retirement planning, education planning, estate planning, trusts, life and long-term care insurance, investment management, cash management, and business financial strategies. His expertise encompasses equities, fixed income, mutual funds, IRAs, 401(k) plans, and various corporate and business strategies. Bruce graduated from the University of Illinois in 1981 with a Bachelor of Science degree in Finance. Outside of his professional work, he spends time with his wife and three daughters and enjoys fishing, boating, and hunting.

Brian Bell is a financial advisor with Merrill in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of investment management programs, discretionary portfolio management, and brokerage services, supported by its integration with Bank of America affiliates and a focus on managed account and manager-selection capabilities.

Brett Vance is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in September 2005 and brings experience from leading corporate business divisions, including serving as division President of a multi-billion dollar organization with both domestic and international responsibilities. Brett holds a bachelor's degree in Economics from the University of Western Ontario and an MBA from Miami University. He has earned the Chartered Retirement Planning Counselor™ designation and is recognized as a Personal Investment Advisor (PIA). He was previously the President of the Cincinnati Chapter of the Miami University Alumni Association and served as a Vestry member at Christ Church Glendale. Brett pursues a disciplined and customized approach to wealth management, focusing on understanding each client's full financial picture and what matters most to them. He regularly conducts reviews to monitor progress toward personalized financial goals. Additionally, he engages in community service through volunteer work with local organizations.

Bruce McConnell is a financial advisor with Merrill in Naples, FL, holding Series 65 and Series 66 designations and bringing 28 years of industry experience. He has worked at Merrill since 1997 and also has a tenure with Bank of America, NA beginning in 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Inslee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He co-founded Inslee Wealth Management, where he focuses on providing family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He also serves clients in the sports and entertainment sector and specializes in retirement income planning. Thomas Inslee holds a Bachelor's Degree from Fairleigh Dickinson University and has earned the designation of Personal Investment Advisor (PIA). His experience includes developing customized investment strategies that align with clients’ goals, risk tolerance, and financial objectives. He and his team aim to offer attentive service and tailored portfolio management with an emphasis on trust and client advocacy.

Mary Jo Harper is a Wealth Management Advisor with Merrill Lynch Wealth Management, a position she has held for over 35 years. She leads a team dedicated to delivering customized financial strategies and attentive service to her clients. Mary Jo's areas of expertise include family wealth management, retirement planning, tax minimization, socially responsible investing, and assisting clients through significant life transitions such as divorce and managing new wealth. Mary Jo holds multiple professional designations, including the Certified Investment Management Analyst (CIMA) awarded by the Investments & Wealth Institute in conjunction with the University of Pennsylvania's Wharton School of Business, and the Chartered Retirement Planning Counselor (CRPC). She completed the "Preparing for Tomorrow" program at Dartmouth University's Tuck School of Business and earned a bachelor's degree from San Diego State University. Committed to community involvement, Mary Jo has held board positions at St. Matthews Church and Montgomery School. Since 1995, she has volunteered with the Ronald McDonald House Guest Chef Program in Philadelphia and participates in several other charitable organizations. She also contributes to the professional development of financial advisors nationwide through her role on the Merrill Faculty.

Lynn Brandenburg is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management and lending solutions. She serves a select group of successful individuals, including business executives and professionals in medical, dental, legal, and accounting fields, offering customized growth and income strategies for retirement. Lynn leverages a team of financial experts to support clients with investment banking, commercial and business banking, finance, and lending services through Bank of America, N.A. With over 32 years of experience, Lynn focuses on providing tailored financial plans that address the unique goals of each client, including multi-generational legacy and foundation building. Her expertise extends to assisting closely held business owners in achieving their financial objectives, utilizing the resources of Merrill’s Chief Investment Office and a wide range of investment products and services. Lynn holds the Personal Investment Advisor (PIA) designation. She attended Weber State University without obtaining a degree and completed high school at Ben Lomond High School. Committed to community involvement, she dedicates time to volunteering with local organizations.