Sarasota, FL Main St Office

John Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on serving the wealth management needs of successful entrepreneurs and medical professionals and their families. John works closely with this select clientele to personally understand their financial goals and assist them in making work optional while preserving their lifestyle for future generations. He also helps clients navigate various financial transitions and has a special interest in supporting veterans and those in the medical profession. John has been in the financial services industry since 1985 and joined Merrill Lynch in 2011. His experience includes nearly two decades in senior leadership roles involving branch management, supervision of billions in client assets, and coaching financial advisors to improve client service. This extensive background has enabled him to develop a defined consulting process to help clients make informed financial decisions. He holds a Bachelor’s Degree from Franklin & Marshall College and several professional certifications, including Certified Private Wealth Advisor (CPWA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, John is involved in community organizations such as the Boy Scouts of America Jersey Shore Council and the Night Stalkers Foundation, and participates in philanthropic efforts supporting military families, medical research, and community aid.

Adam Friedman is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Bank of America, N.A., Merrill, Valic Financial Advisors, and Edward Jones. Merrill, along with Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Barcomb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads The Barcomb Group, a customized wealth management team. He has been managing this team for over 28 years and was named Managing Director in 2013, which is Merrill's highest recognition title for advisors. David and his eleven-person team focus on goals-based wealth planning strategies and asset management, serving families, non-profits, and emerging businesses. David holds a Bachelor's Degree from Trinity College, where he studied economics and political science. He is a Personal Investment Advisor and holds Series 7 and 66 FINRA registrations. He also serves as an Investment Advisory Program Portfolio Manager. His areas of expertise include college education planning, corporate executive services, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, tax minimization, and retirement income. Outside of his professional role, David is involved in his community as a trustee of the South Shore Hospital Charitable Foundation. He is a member of several clubs including Cohasset Golf Club, Laurel Oak Tennis Club, Sarasota Sports Club, and Sarasota Yacht Club. He enjoys biking, boating, cooking, football, golfing, music, tennis, and traveling. David resides with his wife Mindy in Sarasota, Florida, and Hingham, Massachusetts, and they have three adult children.

Yulia Kuzenko is a Financial Advisor with Merrill Lynch Wealth Management in Sarasota, Florida. She is bilingual in English and Russian and holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Yulia has a Bachelor's and Master's degree from Pacific National University and has completed a certificate program at the Universal Accounting Center. Yulia focuses on helping women, professionals, business owners, and families with wealth management strategies, managing concentrated stock positions, retirement planning, and portfolio management. Her approach emphasizes clear, strategic, and personalized financial planning that adapts to clients' life changes, enabling informed and confident decisions. She is involved in her community through organizations such as Impact 100 SRQ, Lakewood Ranch Business Alliance, and TeamUp/Rocking Reader. Her personal interests include gardening, golfing, horseback riding, interior decorating, music, painting, photography, spending time with family, watching movies, and yoga.

Johanna Gustafsson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1999 and specializes in areas such as family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. Johanna holds a Bachelor of Science degree in Finance and Economics from the University of South Florida. She also earned the Certified Investment Management Analyst (CIMA) designation, sponsored by the Investments & Wealth Institute at the Wharton School. Additionally, she holds a Personal Investment Advisor (PIA) designation. Born and raised in Sweden, she brings a distinct perspective to her client relationships, combining discipline and resilience developed through completing two Ironman triathlons with her professional expertise. She is actively involved in the Sarasota community, supporting organizations such as Easter Seals, Girls Incorporated of Sarasota County, JFCS of the Suncoast, and Meals on Wheels through fundraising and volunteering. Johanna resides in Sarasota with her husband and two children and enjoys activities including running marathons, skiing, biking, boating, gardening, reading, swimming, traveling, and practicing yoga.

Paul Lavezzoli is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2019. He brings 17 years of experience in the financial services industry, focusing on developing strategies and providing investment guidance tailored to individuals, their families, and their businesses. His approach emphasizes understanding clients' short and long-term financial objectives. Paul holds the CERTIFIED FINANCIAL PLANNER™ certification and the Personal Investment Advisor (PIA) designation. He is also a member of the CME Group and the PGA of America. Paul earned his Bachelor's degree from The Pennsylvania State University. Prior to his current role, he began his career on the Trading Floor of the Chicago Mercantile Exchange, where he developed a deep understanding of risk in asset decision-making processes. He applies this expertise in creating wealth plans specific to each client's goals. His client focus areas include college education planning, executive and equity compensation services, family wealth management strategies, international wealth management, personal retirement planning, small business strategies, sports and entertainment, and tax minimization. Living in Sarasota with his wife, Amy, and their daughter, Paul is engaged in the Southwest Florida community through volunteer work. He enjoys various personal interests such as cooking, football, golfing, ice hockey, reading, skiing, soccer, surfing, tennis, and traveling. Paul's professional philosophy centers on educating clients about their financial lives, providing transparent and actionable advice to help them understand how their decisions impact future goals.

Debra Maxwell is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2010. 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.

Christopher Pinckney is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2008 and holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Planning Counselor™ designation, and is a Personal Investment Advisor. He received both his MBA and Bachelor's degrees from St. John Fisher College. His client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. A native of Rochester, NY, Christopher resides in Sarasota with his wife, Johanna, and their two children. He is actively involved in the community and has served on the Boards of Trustees for the Paradise Resource Center and Girls Inc. of Sarasota. His personal interests include basketball, biking, boating, fishing, football, music, running, skiing, and spending time with his family.

Benjamin Yzeiri is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2020. Outside of his advisory role, Yzeiri is the managing member of a family-owned restaurant business, where he provides accounting, marketing, and finance services, and serves as a board member for the University of Michigan Alumni Social Club. 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, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Patrick Compston is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. He has been with Merrill since 2015 and previously worked at Western Governors University. 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 clients including individuals, high-net-worth investors, and institutional accounts.

Richard Smalley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 35 years of experience providing financial and wealth management advice and services. Since joining Merrill Lynch in 1997, Richard has focused on delivering personalized financial strategies tailored to his clients' long-term goals. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Richard holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his High School Diploma from Steel Valley High School. In addition to his professional work, Richard has been actively involved in his community, serving as a 20-year board member of the Boys and Girls Club of Sarasota and Desoto Counties. He also enjoys personal interests such as biking, cooking, fishing, and golfing.

Amy Depriester is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she owns and operates a blog focused on YA fiction books and related discussions. 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, and institutional investors.

Heather Clark is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. She has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2007. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Eldin Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill in 2016. He holds the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning Institutes Corp. and a bachelor's degree in Business Administration from SUNY. Eldin focuses on family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach to financial planning centers on understanding each client's life priorities, enabling him to develop personalized plans that align with their goals and aspirations. He provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Outside of his professional responsibilities, Eldin and his family reside in Lakewood Ranch, where they participate in community activities supporting organizations such as F.E.L.T. and All Faiths Food Bank. He also holds a National C Soccer Coaching License and coaches soccer at Lakewood Ranch Chargers. His personal interests include soccer, tennis, and traveling.

Gypsy Daniel is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following four years at UBS Financial Services. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.