Sapphire, NC Office

Wesley Thompson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Wesley attended Southern Methodist University without obtaining a diploma and earned a bachelor's degree from the University of Alabama System.

David Gregg is a Senior Financial Advisor at Merrill Lynch Wealth Management in Sarasota, Florida. He has been with the firm since 1993 and works primarily with retired or soon-to-be retired clients, focusing on helping them identify and attain their financial and aspirational goals. With over 30 years of investment experience, David offers personalized attention and customized investment recommendations that include asset management, tax-efficient strategies, educational funding, and wealth preservation. He combines his expertise with insights from Merrill’s analysts and strategists, as well as the banking resources of Bank of America, to address the many aspects of his clients’ financial lives. David holds a Bachelor of Science degree in Business Administration, with a focus on Economics and Finance, from Bowling Green State University and is a Personal Investment Advisor (PIA). David has been involved in community activities such as serving on the board of the YMCA and volunteering at Mote Marine Laboratories. He and his son are avid scuba divers who enjoy boating and travel. They also share an interest in ballet and opera, with his daughters participating in the Sarasota Ballet Conservatory and Sarasota Youth Opera.

Gary Brown is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1982, including a concurrent role at Bank of America since 2017. 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 plans, corporations, and charitable organizations.