Tallahassee, FL Metropolitan Blvd Office

Marshall Wright is a financial advisor with Merrill in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Merrill since 1990 and Bank of America, N.A. since 2011. Outside of his advisory work, he officiates at track and field competitions for the University of the South. 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.

Jennifer Rupert is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, including a concurrent tenure at Bank of America since 2009. She is based in Tallahassee, 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 constructed by internal and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Charlotte Wilson is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she spent two years at United Way of the Big Bend. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Gretchen Jones is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in the financial services industry since 1997. She has been part of the Beck Ervin Grant Group since 2006 and transitioned to her current advisory role in 2017. In this capacity, Gretchen assists clients in building personalized wealth management strategies, focusing on comprehensive approaches that address individual needs through informed decision-making. Her areas of expertise include family wealth management strategies, LGBT wealth planning, and women and wealth. Gretchen holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from Florida State University. Outside of her professional role, she is involved with community organizations such as the Southern Shakespeare Company and the Young Actors Theatre. Gretchen enjoys music, reading, traveling, spending time with her family, and watching movies.

Christopher Jones is a financial advisor with Morgan Stanley in Tallahassee, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, as well as prior positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jayson Thomas is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His background includes roles in education and hospitality before joining Merrill in 2022. He has also managed a small business in dry cleaning. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Dick is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1990, bringing over 30 years of experience in working with high net worth individuals, including business owners, foundations, and institutions. Robert takes a hands-on approach to financial guidance, aiming to assist clients with every aspect of their financial lives. He offers a total planning perspective for individuals, small business owners, and corporations that may lack the time, resources, or knowledge to manage their finances independently. Robert holds a Bachelor of Science in Marketing and a Master of Business Administration, both from Barry University in Miami, Florida. He has held significant roles in developing and mentoring Financial Advisors within Merrill Lynch since 2007. He maintains multiple FINRA registrations, including Series 7, 9, 10, 31, 63, and 66, as well as Life and Variable Annuity licenses. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in the Tallahassee community, Robert has volunteered or served on the boards of Boys Town of North Florida, Big Bend Hospice, and Tallahassee Ballet. He and his wife Sue enjoy spending time with their two children, participating in sports, and staying active within their church. His personal interests include football, golfing, running, and swimming.

Belinda Mitchell is a financial advisor with Merrill in Tallahassee, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. She has been with Merrill since 2016 and joined Bank of America N.A. in 2024. 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 various institutional investors.

Michael Grant is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides a variety of investment services including wealth management strategies, investment manager selection, and portfolio performance tracking and guidance. He focuses on family wealth management strategies, liquidity management, personal retirement planning, and retirement income. With over 20 years of experience as a financial advisor, Michael works to address the financial affairs of families in his area, helping clients with estate planning issues and collaborating with their advisers to develop estate plans. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Michael is a graduate of Florida State University and resides in Tallahassee. In his personal time, he enjoys golfing, spending time with his family, and traveling.

Lara Finebloom is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management, where she is a valued member of the DWFDA Wealth Management Group. She specializes in working with high-net-worth individuals and families, creating tailored strategies and providing access to banking solutions from Bank of America. Lara offers thoughtful guidance on financial challenges and opportunities, drawing on the support of a successful and experienced team. She focuses on client relationships and measures her success by clients reaching their financial goals and their satisfaction with personalized service. With twenty-nine years of experience, Lara holds Series 7, Series 63, and Series 66 FINRA registrations and is a Chartered Retirement Planning Counselor™ designee. Throughout her nearly three-decade career at Bank of America and Merrill, she has gained expertise in lending, banking, management, operations, and investments, providing clients unique insights into various aspects of wealth management planning. Lara was named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list. She earned a Bachelor's Degree from Florida State University and moved to Tallahassee in 1993, where she has made her home. Lara and her husband, Elliott Finebloom, whom she married in 2015, both hold degrees from Florida State University. They enjoy spending time with family, gourmet cooking, entertaining, and traveling.

Mark Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as a financial advisor in 1998 after earning bachelor's degrees in Finance and Marketing from Florida State University. Mark holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. He is registered with FINRA under Series 7 and Series 66 and holds life, health, variable annuity, and long-term care licenses. Mark provides personalized financial advice by developing custom investment strategies and managing portfolios, including discretionary management through the firm’s Investment Advisory Program. His client focus areas include family wealth management strategies, endowments and foundations services, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He emphasizes balancing investment costs, performance, volatility, and tax impacts to tailor solutions suited to each client's unique situation. Outside of his professional work, Mark and his wife, Marie, have three daughters and enjoy outdoor activities such as hiking and camping. The couple is actively involved as members and volunteers in several local charities and organizations. Mark's personal interests include fishing, golfing, and spending time with his family.

Brooke Harman is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has previously worked at Waddell & Reed and Redeye Coffee. Brooke is based in Tallahassee, FL. 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 institutions.

Clinton Alexander is the Resident Director with Merrill and a member of the DWFDA Team based in Tallahassee, Florida. He joined Merrill after a 21-year career in the United States Army. Clinton works with a team of seasoned financial advisors, focusing on helping clients plan and develop their financial goals. His client focus areas include education planning, managing new wealth, personal retirement planning, small business strategies, and retirement income. Clinton holds a Bachelor's Degree from The Citadel in Charleston, South Carolina, as well as Master's Degrees from Webster University and the United States Marine Corps University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Certified Plan Fiduciary Advisor (CPFA) designation. Additionally, he is registered with FINRA holding Series 7, 66, 9, 10, and 31 licenses, and holds the designations of Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He is involved in several professional organizations such as Choose Tallahassee, The American Legion, The Citadel Alumni Association, The Military Officer's Association of America, The Tallahassee Northside Rotary Club, and The Veterans of Foreign Wars. Clinton's community involvement includes AWANA, FSU Student Veterans, Ronald McDonald House, and United Way of the Big Bend. Outside of his professional and community work, he enjoys fishing, football, music, traveling, and spending time with his family including his wife Tori and their two daughters.

James Wright III is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2016. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. Its investment approach includes multiple program strategies and tax-efficient capabilities, supported by integration with Bank of America affiliates.

Zachary Marks is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized financial planning and investment strategies. In his role, he focuses on understanding clients' priorities to develop tailored approaches that address their short-, mid-, and long-term financial goals. He offers comprehensive guidance ranging from general investing and retirement planning to unforeseen savings needs, and facilitates access to additional resources through Bank of America specialists. With expertise as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Zachary works closely with clients to navigate competing financial demands such as home buying, education funding, elder care, and healthcare planning. He emphasizes ongoing advice and portfolio adjustments aligned with clients' changing situations. Zachary earned his High School Diploma from Vero Beach High School and pursued higher education at Florida State University (no degree conferred), Tallahassee State College (Associate's Degree), and Jacksonville University (Bachelor's Degree).