Merrill Lynch, Pierce, Fenner, & Smith Inc.

Membership

About

Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients� needs to help their clients achieve the lives they want. With a deep commitment to placing their clients� interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients� needs in all areas of their financial lives. The solutions our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management and banking solutions.

Membership Type

Membership

Contacts

Mr. Mark Gobble

Ambar Anand

Lisa Angle

Mr. Joshua Bradley
Senior Vice President - Business Banking

Mr. William Brenton Jr.
Wealth Management Advisor

Ms. Elizabeth Craighead
Senior Financial Advisor

Mr. Steven Craighead
Senior Financial Advisor

Mr. Perry Downing
Senior Financial Advisor

Ms. Ellie Hammer
Financial Advisor

Jim Howard
Financial Advisor

Mr. Charles Kepley
Senior Financial Advisor

Mr. Brandon LaCroix
Financial Advisor

Mr. Dave Lloyd
Financial Advisor

Mr. Rich Pettit
Financial Advisor

Jason Ridinger
Assistant VP, Financial Advisor

Edward Smith
Financial Advisor

Ms. Kathleen Smith
Registered Resident Director Assistant

Cooper Woolson

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