Naples, FL Office

Daniel Sandlin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has served the financial needs of prosperous families in the metropolitan Chicago area and beyond for over fifteen years. Prior to joining Merrill Lynch in 2012, Daniel was a financial advisor with Morgan Stanley since 2000. He applies seven distinct wealth management disciplines in his practice to help preserve and grow clients' wealth in line with their goals and objectives. Daniel graduated from the University of Colorado at Boulder with a B.S. degree in Finance and attended Semester at Sea, a ship-board program for global study abroad sponsored by the University of Virginia. He received his CERTIFIED FINANCIAL PLANNER (CFP) certification in 2015. His approach emphasizes open communication and clarity of goals, focusing on personalized advice tailored to each client’s unique situation. He currently resides in Chicago and is an active member of the Union League Club. In his free time, Daniel enjoys golfing and spending time in Lake Geneva, Wisconsin.

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 the senior partner of the Wilson Group. He has over 40 years of experience in wealth management and focuses on creating goals-based financial strategies and managing investment portfolios for clients with complex needs. He works closely with individuals, families, and business owners to organize their financial lives and assist them in making informed decisions aligned with their priorities. Thomas provides guidance across wealth planning, investment strategies, retirement considerations, and broader financial decision-making. His approach emphasizes clear and thoughtful financial guidance grounded in integrity, professionalism, and a disciplined process. He values building lasting relationships through trust, transparent communication, and understanding what matters most to his clients. He holds a Personal Investment Advisor (PIA) designation and has educational experience from Lake Forest Academy, the University of Wisconsin System, and Loyola University Chicago. Thomas is a member of the NASD Board of Arbitrators since 1990. He volunteers extensively with charitable organizations including the Florida Baptist Disaster Relief and various food pantries. Outside of work, 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 Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since he joined the firm’s Bloomfield Hills office in 2009. With a financial services career spanning over 26 years, Brian started at Smith Barney (now Morgan Stanley) in 1997 before transitioning his practice to Merrill. He is part of a nine-person team focused on delivering personalized wealth management services and typically limits the intake of new clients to maintain a high level of service. Brian's expertise includes managing new wealth, personal retirement planning, and portfolio management services. He offers a range of financial solutions such as retirement planning, estate planning strategies, wealth planning, risk management, and discretionary portfolio management using various asset classes including stocks, bonds, hedge funds, private equity, and real estate. Additionally, as part of a Bank of America subsidiary, he can integrate lending strategies to fit diverse client situations. In recognition of his professional accomplishments, Brian was named to the 2023 Forbes “Best-in-State Wealth Advisors” list. Brian holds a Bachelor's Degree from Michigan State University and holds the Personal Investment Advisor (PIA) designation. He was born and raised in Michigan, currently resides in Birmingham, and has two children—his daughter is studying at Loyola Chicago and his son is a senior at U of D Jesuit High School. Outside of work, Brian enjoys a range of activities including baseball, basketball, biking, fishing, football, music, swimming, traveling, and yoga. He participates in community service by volunteering annually through Bank of America events.

Carolyn Goyette is a Wealth Management Advisor with Merrill Lynch Wealth Management. She leads The Goyette Group, a team focused on providing clients with goals-based wealth management strategies. Carolyn emphasizes a personalized approach by first understanding clients’ unique ambitions, financial situations, and risk tolerance, then developing tailored financial plans to help them pursue objectives such as retirement income, legacy planning, college education funding, and family wealth management. With expertise spanning investment consulting for defined contribution plans, managing new wealth, retirement planning, and promoting employee financial health, Carolyn and her team engage clients through ongoing communication and annual reviews to adjust strategies according to changes in clients’ lives and goals. Her approach centers on simplicity and transparency, building enduring professional relationships to support clients in navigating the complexities of wealth management. Carolyn holds a Bachelor’s Degree in Management and Organizational Development from Spring Arbor University. She earned the Chartered Retirement Planning Counselor™ designation in 2007 and the CERTIFIED FINANCIAL PLANNER™ certification in 2017. Additional professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in the Fenton community, Carolyn enjoys boating, reading, and traveling with family and friends.

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 at Merrill Lynch Wealth Management, where she has been serving clients since 1988. Over the course of her career, she has led a team focused on delivering customized strategies and attentive service to clients. Mary Jo's expertise extends to areas such as college education planning, divorce transition planning, family wealth management, retirement income, socially responsible and ESG investing, and tax minimization. She holds several professional designations, including the Certified Investment Management Analyst (CIMA®) designation 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®) designation from the College of Financial Planning. Additionally, she completed the "Preparing for Tomorrow Program" at Dartmouth University's Tuck School of Business. Mary Jo has contributed as a panelist and speaker at Merrill Lynch's National Symposium Conferences and was a national syndicated financial contributor on various news programs beginning in 2006. Mary Jo is actively involved in her community, including volunteering since 1995 in the Guest Chef Program at the Ronald McDonald House in Philadelphia. She also serves on the Merrill Faculty, training financial advisors nationwide. Outside of her professional commitments, Mary Jo enjoys cooking, gardening, golfing, interior decorating, music, reading, spending time with family, traveling, and watching movies.