Williamsburg, VA McLaws Cir Office

Robert Turner is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Williamsburg, Virginia. He brings over 25 years of experience in the financial industry, having held positions with firms such as Wachovia Securities, SunTrust Investments, and Truist Advisory Services prior to joining Merrill Lynch. His expertise encompasses a range of client focus areas including college education planning, divorce transition planning, family wealth management, legacy planning, retirement income, portfolio management, and small business strategies. Robert earned a Bachelor of Arts degree in Economics with Academic Distinction from the Virginia Military Institute in 1984. He also holds the designation of Personal Investment Advisor (PIA). Residing in Poquoson, Virginia, Robert has been married for more than 35 years and has three adult children and grandchildren. In his personal time, he enjoys fishing, boating, traveling, and spending time with his family and friends.

Jason Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1996. He holds a Bachelor of Science degree in Business Management from Christopher Newport University and serves as a Senior Portfolio Manager. In this role, Jason manages customized discretionary investment portfolios, utilizing his own Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jason specializes in creating investment strategies focused on tax minimization, long-term growth, asset preservation, and wealth transfer. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. He works to align portfolios with clients' financial objectives through tailored design and implementation. Additionally, Jason holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jason has served on the boards of the Middlesex Family YMCA and the Cedar Point Property Owners Association. His personal interests include baseball, basketball, boating, cooking, genealogy, horseback riding, photography, softball, and traveling.

Sandra Hickey is a Series 66 licensed financial advisor with Merrill, where she has worked since 2020. She has five years of industry experience and previously spent nine years with Waterway Guide. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including 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.

Michelle Grant is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to provide investment guidance and personalized financial planning. Her approach focuses on simplifying complexity, managing risk, and helping clients make informed decisions aligned with their long-term goals. Michelle specializes in supporting clients through periods of growth, transition, and uncertainty. She addresses competing financial priorities such as buying a home, saving for education, caring for loved ones, planning for retirement, and preparing for future healthcare needs. Her strategy blends disciplined investment management with planning across retirement, taxes, and long-term wealth building. She holds a Bachelor's Degree in Business Administration with a concentration in Accounting from ECPI College of Technology and holds the Personal Investment Advisor (PIA) designation. Michelle is fluent in both Tagalog and English. She is involved in her community through participation with the Greater Williamsburg Chamber of Commerce and the York-Seaford Youth Football and Cheerleading League.

Elizabeth Jordan is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. She assists clients in managing their individual wealth to meet their specific objectives, working collaboratively to create personalized financial strategies. Jordan has been in the financial services industry for over 24 years. She began her career after graduating from Sweet Briar College in 1996, gaining experience in various roles including equity syndicate analysis and capital markets. She has worked with firms such as Andrew Lanyi, Credit Suisse, Lehman Brothers, UBS, and Morgan Stanley before joining Merrill Lynch in 2019. She holds a Bachelor's Degree from Sweet Briar College and the Personal Investment Advisor (PIA) designation. Outside of her professional career, Jordan is active in her community as a sustainer with the Junior League of Hampton Roads and enjoys golfing, reading, and spending time with her family.

Bryan Beers is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Williamsburg, VA office. He joined Merrill Lynch in 2009 and previously worked for American Funds. Bryan holds a bachelor's degree in Mathematics from the University of Mary Washington in Fredericksburg, VA. He is a CERTIFIED FINANCIAL PLANNER® professional, as well as a qualified Portfolio Manager. Bryan manages his own Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Bryan lives in Williamsburg, VA with his wife Beth and their three children: Skyler, Summer, and Wesley. His professional designations also include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Alice Jacobs is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in working with growing families and retirees to plan for their financial futures and help achieve their financial goals. Alice collaborates closely with clients to understand their objectives and develops personalized investment strategies tailored to their specific needs. She emphasizes the importance of building strong relationships and providing consistent account oversight to adapt to clients' changing life circumstances. Originally from South Africa, Alice has experience as an Assistant Wealth Manager managing high net worth clients. She holds a Bachelor's Degree and a Master's Degree from the University of Johannesburg, as well as an advanced diploma in Estate Planning. Her expertise includes retirement, estate, and investment planning. Alice maintains the Personal Investment Advisor (PIA) designation. Outside of work, Alice is a wife and mother of two boys. She enjoys running, spending time with her family, traveling, and watching tennis and rugby with friends and family.

Erik Chaikin is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He focuses on providing individualized financial and investment strategies tailored to each client's unique goals. Erik’s approach centers on building long-term relationships through personalized guidance and comprehensive wealth management services. With over 25 years of experience, Erik specializes in wealth accumulation, preservation, and transfer. He offers expertise in retirement planning, estate planning, tax minimization, corporate cash management, business transition planning, and portfolio management. Erik holds the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Retirement Benefits Consultant designations, among others. He also provides fiduciary advisory services for defined contribution plans with assets of $10 million or more and manages personalized discretionary investment strategies. Erik earned a Bachelor’s degree from James Madison University. He is involved in his community through organizations such as Meals On Wheels and Habitat For Humanity and is affiliated with Bruton Parish Church. He resides in Williamsburg, VA, with his wife, Emily, their two sons, and their dogs.

Susan Hassan is a Wealth Management Advisor at Merrill Lynch Wealth Management with over two decades of experience in the industry. She specializes in comprehensive wealth strategies, working closely with clients to establish Wealth Outlook Plans that address various life stages, including college and retirement planning, legacy, and estate services. Her approach involves identifying individual financial goals and analyzing assets to create personalized investment strategies that accommodate clients' specific needs. She emphasizes consistent account reviews to adjust for changing life circumstances and aims to protect investments from market fluctuations. Susan holds the Chartered Financial Consultant (ChFC) designation and is also a Personal Investment Advisor (PIA) and Retirement Income Certified Professional (RICP). She earned her bachelor's degree from Quinnipiac University with a concentration in Financial Planning. Residing in Toano, Virginia, Susan participates in community activities including serving as Board Chair for The Arc of Greater Williamsburg and as a Girl Scout Troop Leader. She also facilitates Momentum for Women, a women's networking group.

Charlene Harvey is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she assists with bookkeeping for a family-owned auto repair business. 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 a range of individual and institutional clients.

Tammy Jenner is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with 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, offering model-based and discretionary strategies managed by internal teams and third-party style managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amy Stone is a Senior Financial Advisor based in the Williamsburg, VA office of Merrill Lynch Wealth Management. She began her financial services career in 2005 at Merrill, where she worked until 2013 before spending eight years at SunTrust Investment Services. Amy rejoined Merrill Lynch in 2021 and focuses on working with multigenerational families to help them achieve their financial goals. Her expertise includes areas such as education planning, family wealth management strategies, legacy planning, retirement income, and investment consulting for defined contribution and defined benefit plans. Amy holds a Bachelor of Science in Business Administration from Christopher Newport University and a Master’s degree from Averett University. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019 and also holds the Personal Investment Advisor (PIA) designation. Outside of her professional life, Amy enjoys spending time with her husband, Richard, who is a firefighter/EMS, and their miniature Australian Shepherd, Copper. She is an equestrian with five horses, competes in endurance racing, and enjoys outdoor activities such as camping, hiking, horseback riding, and running.

Emily Gardner is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Her background includes roles at Morgan Stanley and Owens-Illinois. 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 plans, corporations, and charitable organizations.

Seth Blanton is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 19 years of experience in helping clients plan for their future. He specializes in personal retirement planning, portfolio management services, and retirement income. Seth takes a comprehensive approach to managing wealth by understanding each client's unique financial situation and priorities, creating customized strategies that adapt to changing needs and market conditions. Through his work, he leverages the investment insights of Merrill and the banking capabilities of Bank of America to address various aspects of clients' financial lives. He holds a Bachelor's Degree from the University of Virginia's College at Wise and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seth is committed to delivering excellent service and supporting clients through every stage of life with care, respect, and dedication. He participates in community service, volunteering with local organizations, reflecting his connection to the communities he serves. Outside of his professional work, Seth enjoys boating, camping, music, and spending time with his family.

Donte Smith is a Resident Director and financial advisor specializing in family wealth management strategies, legacy planning, retirement income, and philanthropic planning. He focuses on helping individuals and families develop and implement financial strategies designed to grow, manage, preserve, and properly transfer their wealth to support their ideal financial futures. With a client-centered approach, Donte builds long-term relationships to understand clients' goals and objectives, providing guidance and personal service. Donte received his bachelor's degree in Business Administration from Grand Valley State University in Grand Rapids, Michigan. Prior to his financial services career, he worked for Steelcase, Inc. for 10 years in various roles. Since beginning his financial advisory career in 2014, Donte has served investors in the Greater Richmond Region and other states for over eight years. He holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Donte is active in his community. He volunteers as a minister at his local church, coaches youth sports, and serves on the Board of Directors for the Black History Museum of Virginia. Donte resides in Glen Allen, Virginia, with his two sons, Te'ven and Aiden.