Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.
The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.
Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill Lynch location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.
As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
Our deeply committed financial advisors call upon Merrill Lynch’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
Keith Dober is a Registered Senior Client Associate at Merrill Lynch in the St. Simons Island, Georgia branch office. He has been with Merrill Lynch for the past 18 years both in St Simons Island and Jacksonville, Florida. Keith is the office manager for the branch and therefore emphasizes customer service for all clients in the St. Simons area. Keith graduated from the University of Illinois with a Bachelor of Arts degree in management. Keith came to Merrill Lynch in the fall of 1999 in Jacksonville doing Stock Option, Defined Benefit, and 401k retirement plans for the next 7 years. Finally in March 2006, he settled into his role in St Simons Island. Keith and his wife, Sandy, reside in Yulee, FL.
Dianna Van Camp is a Registered Client Associate and has been in the financial services industry since 1983. She began her career with Merrill Lynch in 1999, and worked at Morgan Stanley for 3 years before leaving the industry in 2011, to relocate to the Brunswick, GA area. She rejoined Merrill Lynch and the Rice Amman Bennett Group in 2016.
Dianna draws on her many years of experience to deliver a high level of personalized attention and exceptional client service support. She is committed to building and enhancing valuable client relationships and strives to make every client contact a positive experience.
She enjoys people and traveling, and lives with her son in Brunswick, Ga.
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Financial Advisor, you should consider the opportunity to become one yourself.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.
Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.
Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.