Ridgeland, MS Office

William Boyles is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and Merriweather Godsey. Outside of his financial career, Boyles serves as Priest in Charge at Saint Mark's Episcopal Church, where he leads worship and advises the leadership board. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Fenelon is a Senior Financial Advisor at Merrill Lynch Wealth Management. With nearly 40 years in the financial advisory industry, Brian focuses on listening to clients and collaborating with them to develop refined, actionable plans. He leverages the expertise of his team and the extensive resources at Merrill Lynch to execute these plans. Brian began his career in 1985, building a reputation for guiding high-net-worth individuals, institutions, and foundations in asset allocation and manager selection. Prior to joining Merrill Lynch in 2014, he spent 24 years at Morgan Stanley, where he was Senior Portfolio Management Director with The Fenelon Group. As a Senior Portfolio Manager, Brian constructs and manages personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He also supports clients and financial advisors through his Tactical Allocation Strategy aimed at reducing risk and outperforming the market over time. Brian has been recognized as one of America’s Top 1200 Financial Advisors by Barron’s Magazine for six consecutive years as of 2014. He holds a Bachelor’s Degree from St. Olaf College and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Brian serves on the board of the American Heart Association and is a trustee for the Mississippi Museum of Art. His personal interests include biking, fishing, football, hiking, hunting, ice hockey, reading, skiing, traveling, and spending time with his family.

Karen Worrell is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Outside of her advisory role, she coordinates religious education for K-8th graders at St. Joseph Catholic Church in Madison, Mississippi. 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 individuals, high-net-worth clients, and institutional investors.

Kevin Dotson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Kevin earned his Bachelor's Degree from Millsaps College. His background and credentials support his role in providing financial guidance and investment advisory services.

Nicholas Hunter is a financial advisor at Merrill with seven years of experience at the firm and holds a Series 66 designation. Prior to joining Merrill, he worked for Ross Stores Inc. for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Candice Mobley is a financial advisor at Merrill Lynch Wealth Management, where she has worked since 2014. With a career starting in 1999, she brings over two decades of experience in the financial services industry. Candice focuses on wealth management planning, investment management, and retirement planning, offering tailored strategies to meet her clients' needs. She holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Private Wealth Advisor (CPWA) certification earned through the Yale School of Management's Executive Education program. Candice earned her bachelor's degree from the University of Southern Mississippi. Additionally, she holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Candice is dedicated to helping individuals and families achieve financial security by adopting a holistic approach to financial planning. Outside of her professional work, she is married to Larry and they have four children. She is active in her community through volunteering and mentoring young professionals. Her personal interests include baseball, camping, golfing, hiking, and spending time with her family.

Georgia Kountouris is a financial advisor with Merrill in Ridgeland, MS, holding a Series 66 designation and with 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Natella Boulton is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management in Ridgeland. She collaborates with families and institutional clients to provide advice, portfolio management, and investment strategies tailored to individual financial goals. Natella's approach emphasizes understanding each client's unique needs and developing personalized, long-term financial plans. She has experience assisting clients with commercial banking access, financing strategies, managing concentrated stock positions, and navigating key transition events such as retirement, inheritance, or business sales. Natella also coordinates with clients' attorneys, accountants, and other advisors on matters including estate planning. She holds a Bachelor's degree in Business Administration from Mississippi University for Women and the Personal Investment Advisor (PIA) designation. A native of Russia, Natella is active in the local international community and engaged in various civic and philanthropic activities. She serves on the board of the Mississippi Council on Economic Education and is involved with the International Ballet Competition and the Northwest Rankin High School Cheer Program. Natella and her husband Charles have two daughters and enjoy traveling, supporting the arts, and spending time outdoors.

Wendy Jacobs is a financial advisor at Merrill with 28 years of industry experience. She has held her current position at Merrill since 1995. Jacobs holds Series 63 and Series 65 credentials. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Lane is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill after eight years at C Spire, where he served as Director of Government and Business Wireless, managing a sales team focused on growing and maintaining the company's position within public and private sector accounts. Lane recently passed the Series 7 and Series 66 exams, registering as a financial advisor, and works alongside his father-in-law and the Fenelon-Mobley Group. Lane's professional expertise includes areas such as college education planning, tax minimization, retirement income, and sports and entertainment. He holds a Bachelor's Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He is active in the community, serving as President of the Jackson Prep Alumni Council and on the boards of the Mississippi Sports Hall of Fame and the Madison County Business League and Foundation. Lane resides in Jackson with his wife, Walton, their two daughters, Kelley and Mills Fenly, and their dog, Axel.

Joseph Parker III is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Bank of America and Merrill since 1988. Outside of his advisory role, Parker is involved in several family business ventures, including managing family mineral interests and participation in a conservation partnership. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection, tax-efficient strategies, and integration with Bank of America's broader financial platform.

Weldon Boyles is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing financial guidance to a diverse clientele since 1985. He has developed expertise in managing complex wealth strategies for self-made individuals across Mississippi, the southeast, and nationwide. His approach to wealth management emphasizes understanding clients' personal goals, values, and concerns through detailed conversations and personalized planning. Over his career, Weldon has helped clients enhance their lifestyles, retirement years, and legacies through customized strategies involving investment and liability management, retirement income planning, tax minimization, and estate planning. He has been recognized as part of the Forbes "Best-in-State Wealth Management Teams" list for multiple years. Weldon holds a Bachelor's degree from the University of Mississippi and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also actively involved in his community, serving as a board member for the Andrew Jackson Council of the Boy Scouts of America and as Episcopal Build Committee Chair for Habitat for Humanity in Mississippi. Weldon values his family and church, and enjoys woodworking, playing guitar, and metal detecting.

Jake Ponder is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing personalized wealth management strategies that align with his clients' individual financial goals and adapt to changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' financial objectives. Jake holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Tulane University. He is committed to community involvement and volunteers with local organizations, reflecting the Merrill tradition of engaging with the communities it serves.

Renee Mccoy is a Series 66 licensed financial advisor with 13 years of industry experience. She has been with Merrill since 2008 and also has recent experience at Bank of America, N.A. 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 range of individual and institutional clients.

Kimberly Chambers is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has returned to Merrill in July 2008 and previously worked there from 1982 to 1989, primarily as a Financial Advisor. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kim has over twenty years of experience in financial advising, with expertise in wealth management and retirement planning. She holds a Bachelor of Science degree in Finance from Arizona State University. In addition to her financial career, she spent nine years working part-time as a mathematics teacher at The Veritas School. She lives in Madison, Mississippi with her husband and is involved in various ministries at her church, including the choir. Her personal interests include spending time with her family, exercising, reading, and traveling. Kim is also a member of the Financial Planning Association.