Palm Harbor, FL Office

Amneris Jordan is a financial advisor at Merrill with over 27 years at the firm and 10 years of industry experience. She holds the Series 66 designation and is based in Palm Harbor, FL. 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 offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, supported by strategic asset allocation and tax-aware options.

Kimberly Williams is a financial advisor at Merrill with 5 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and benefits from its integration with Bank of America affiliates and a comprehensive capital-markets platform.

Elijah Gray is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Merrill, he worked in various roles including positions at Delaware North, Juicy Crab, and Chili's Grill & Bar. 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.

Jessica Whitton is a financial advisor at Merrill with 17 years at the firm and 12 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is a co-owner of several family rental properties. 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 for a diverse client base including individuals, high-net-worth clients, and institutions.

Clement Thompson is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at Popular Community Bank and has been with Merrill since 2017, currently also associated with Bank of America. Outside of his advisory role, he owns a business that sells memorabilia and collectibles via online marketplaces. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.