Winston Salem, NC 380 Knollwood St Office

Jobeth Souza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in the securities industry in 1993 and joined Merrill Lynch in 1997 as a Registered Client Associate. In 2007, she transitioned to a Financial Advisor role and currently serves as a Senior Vice President and Senior Portfolio Advisor. Jobeth's team focuses on meeting the financial and investment needs of high net worth individuals and businesses, emphasizing a long-term investment approach and comprehensive wealth planning services. She holds a Bachelor's Degree from Wake Forest University, graduating with Honors in 1992. Jobeth has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise spans areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and special needs planning. Outside of her professional work, Jobeth volunteers with The XLH Network, Inc., an organization related to her daughter's rare disease. She enjoys dancing, playing piano, running, and spending time with her family. Jobeth resides in North Carolina with her two children.

Wesley Huff is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2020. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Forsyth is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill since 2008 and is also affiliated with Bank of America, N.A. outside of regular trading hours, he serves as an advisory board member for Kernersville Little League. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christine Ryan is a financial advisor with Merrill in Winston Salem, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Merrill since 1999. 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.

Tammy Watts Quesinberry is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm as a Financial Advisor in 2015 and is a member of the Pitts Watts Group. Tammy holds the CERTIFIED FINANCIAL PLANNER™ certification, which she earned in 2020. Her professional background includes a Bachelor of Arts in Political Science from the University of North Carolina at Greensboro. She began her career as a Real Estate Paralegal and became a member of the Paralegal Division of the North Carolina Bar in 2005. She also obtained a North Carolina Real Estate Broker license in 2007. Tammy works with individuals and small business owners to develop and adjust financial strategies that align with their goals in areas such as family wealth management, retirement planning, legacy planning, and philanthropic planning. Outside of work, Tammy enjoys antiquing, baseball, cooking—where she has the ability to recreate restaurant dishes by taste—dancing, music, reading, traveling, watching movies, and spending time with her family. She is a mother of three children.

Turner Simpson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Wells Fargo Bank for seven years and Blue Rock Wealth Management, LLC for two years. 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 with model-based and discretionary investment strategies.

Dana Corcoran is a Financial Advisor with Merrill Lynch Wealth Management who works directly with clients to develop personalized strategies aimed at achieving short-, mid-, and long-term financial goals. She provides guidance on a broad range of financial matters including investing, retirement planning, and saving for unforeseen expenses. Dana also facilitates access to Bank of America specialists for banking, credit, home financing, and small business services. With a focus on helping clients navigate competing financial priorities such as home buying, education funding, and healthcare planning, she takes a one-on-one approach to define goals and tailor portfolio strategies accordingly. Dana holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina. In addition to her professional work, Dana is involved with the Second Harvest Food Bank of Northwest NC, demonstrating her commitment to supporting the community.

Scott Young is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1999 after completing graduate studies in 1996. Scott holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of North Carolina at Chapel Hill and a master's degree from the University of North Carolina System. Scott focuses on assisting families in evaluating their overall financial situations and developing coordinated, research-based wealth management strategies. His approach addresses issues unique to families, including wealth accumulation, asset and income preservation during retirement, and wealth transfer. Recognized for his expertise, Scott was named to both Barron's Top 1,200 Financial Advisors list and Forbes Best-in-State Wealth Advisors list from 2018 through 2021. Scott has served on the board of the American Cancer Society's Coaches vs. Cancer and volunteers with the Crisis Control Ministries' Crop Walk. He is a member of the Winston-Salem Estate Planning Council. Scott lives in Winston-Salem with his wife and two children.

Gary Warren is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on managing clients' wealth by developing personalized strategies tailored to their unique financial situations and goals. He leverages the investment resources of Merrill Lynch alongside the banking and lending services of Bank of America to provide comprehensive wealth management solutions. Gary holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from East Carolina University. He emphasizes a client-centered approach, prioritizing an understanding of each client’s life priorities to create flexible plans aligned with their aspirations. He and his team are actively involved in community service, including volunteering and fundraising for organizations like the Leukemia Society of North Carolina. Gary aims to provide dedicated client service to benefit individuals and families through professional financial guidance.

Grant Miller is a Financial Advisor at Merrill Lynch Wealth Management in Winston-Salem, North Carolina. He began his financial services career with Merrill in 2020, assisting clients in managing their wealth to meet individual needs. Grant's approach focuses on listening to clients to provide solutions grounded in their financial goals. He specializes in areas including executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Grant holds FINRA registrations for SIE, Series 7, and Series 66, and carries the Personal Investment Advisor (PIA) designation. Grant graduated with Honors from North Carolina State University with a Bachelor of Science in Business Administration, concentrating in Finance. He resides in Winston-Salem with his wife and their labradoodle. Outside of work, Grant enjoys spending time with family and friends, reading, golfing, football, music, and traveling.

Cynthia Kelley is a financial advisor with Merrill in High Point, NC, holding a Series 66 designation and 24 years of industry experience. She has previously worked at Equitable Advisors and Axa Advisors LLC. Merrill serves a broad range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, discretionary portfolio management, brokerage execution, and custody services, with investment management delivered through multiple program strategies and an extensive roster of manager-constructed strategies.

Nathan Plybon is a Financial Advisor with Merrill Lynch Wealth Management, based in Winston-Salem, North Carolina. He joined Merrill Lynch Wealth Management in 2021 and is a member of the Setzer Souza Childers wealth management team. Nathan focuses on a range of client needs including college education planning, executive and equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nathan earned his bachelor's degree from Appalachian State University in 2020, graduating cum laude. He grew up in Waxhaw, North Carolina. His personal interests include cooking, football, golfing, hiking, music, running, spending time with family, traveling, and yoga.

Jennifer Shealey is a financial advisor at Merrill based in Winston Salem, NC, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Kevin Westrich is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Atrium Health - Davie Medical Center and held roles with local government recreation and parks departments in Winston-Salem and Wytheville. 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 with model-based and discretionary investment strategies.

Hudson Bazemore is a financial advisor at Merrill with Series 63, 65, and 66 credentials and 37 years of industry experience. He has been with Merrill since 1999. 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.