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GREENSBORO, NC

Merrill Lynch Wealth Management Branch Office

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.

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Branch Office Profile

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping 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 potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill 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.

 

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, 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.

Advisors at This Location

Our deeply committed advisors call upon Merrill’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.

Office Team

Charlie Brinkman| MLWM Market Executive| Director

Charlie Brinkman, the Market Executive (ME) for the Carolina Commonwealth Market, has been with Merrill Lynch Wealth Management since 2010. In partnership with the Office Management Team (OMT), he is responsible for the branch’s business goals, driving the day-to-day performance and managing the overall financials. The Market Executive assumes the responsibility for recruiting and managing the sales and support teams through mentoring, coaching and consulting, and promotes access to Bank of America banking specialists and Merrill investment specialists to help ensure that the branch’s and enterprise’s full capabilities can be accessible to every client..

Janet M. Conti| Client Relationship Manager

Janet Conti is the Client Relationship Manager for the Merrill Lynch Wealth Management, Carolina Commonwealth Market in Greensboro, NC.  She joined Merrill in 1976 in Greensboro, NC, working in Operations as a Bookkeeper and Operations Supervisor.  Janet took on the role as Service Manager in 1997 and the Client Relationship Manager role in 2006.

Janet supports the Financial Advisors and their teams providing resources to help clients meet their financial goals.  She serves on the Bank of America Leadership Advisory Council and is a member of the Bank of America LEAD for Women, helping to promote diversity and opportunities for women in the professional workplace. 

Janet and her family resides in Greensboro.  She is active in the local community supporting her church and serving as a volunteer for the Greensboro Urban Ministry.

Deborah Mills| Market Supervision Manager

Deborah Mills is a Market Supervision Manager for the Carolina Commonwealth Market. The Market is comprised of nine offices across North Carolina and Southern Virginia. She held previous management roles in Louisville, Kentucky and Charleston, WV. Debbie joined Merrill Lynch Wealth Management in July 2006. Having previously worked with Wachovia Securities and Prudential Securities.

Debbie is a graduate of Barat College, with a degree in Management and Business. She is Co-Executive Sponsor for HOLA Piedmont Triad Chapter and a Committee member for Greensboro Urban Ministries. She is active with Habitat of Humanity , Read Aloud, The Alzheimer’s Association. She resides in Greensboro with her husband Kenyon and has two adult children.

Regina Edwards| Client Relationship Manager| Vice President

Regina Edwards is a Client Relationship Manager with Merrill Lynch Wealth Management. She supports the Carolina Commonwealth Market which covers nine branch offices in North Carolina and Virginia. In addition to her role as CRM, Regina serves as the Lead and Referral Coordinator in her market, responsible for driving business integration.

Regina transitioned to Merrill from Banc of America Investments and has been in her current role since 2010. She began her career with Bank of America in 2005 as a Market Administrator and moved into the Administrative Manager role in 2008. She has been in the financial services industry since 2001.

Regina and her husband, Kip, live in Greensboro, North Carolina. They have three daughters, Elaina, Leah and Keira. She enjoys time with her family. With three young girls, most of her time outside the office is devoted to them and their activities.

Kathryn Ward| Market Supervision Manager| Vice President

Kathryn Ward is a Market Supervision Manager with the Carolina Commonwealth Market where she supports the Asheville, Hendersonville, Hickory, Winston-Salem and High Point, NC offices.

Kathryn joined Merrill in 2009 as an Administrative Manager’s Assistant with the Carolina East Market.  She spent her first few years in the industry gaining experience and becoming FINRA registered.  She then went into the Associate Manager’s program in 2013 and successfully graduated, becoming a Market Supervision Manager in April of 2014.  She transferred to the Carolina Commonwealth Market in October of 2018.     

Kathryn graduated from NC State University in 2009 with a Bachelor’s of Science degree in Business Administration with a concentration in Finance. Kathryn lives in Asheville, NC with her husband and two young daughters where they spend most of their free time hiking and exploring the city.

Molly McKenna| Associate Client Relationship Manager| Assistant Vice President

Molly McKenna is an Associate Client Relationship Manager with Merrill Lynch Wealth Management in the Carolina Commonwealth Market. This Market contains 9 offices across North Carolina and Virginia. She joined Merrill in 2014 in the Columbia, SC office as an Administrative Assistant supporting the office management team. Molly transitioned to an Associate Client Relationship Manager in 2019.

Molly graduated from Presbyterian College with a degree in Business Management. She resides in Greensboro with her husband Andy.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management 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.

Learn more about careers at Merrill Lynch Wealth Management