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Ocala Branch

OCALA, FL

Merrill Lynch Wealth Management Branch Office

The OCALA, FL branch welcomes the opportunity to demonstrate why we believe we can help make a difference in your life. Through impact investing, we can help you align your investments with the causes and issues most important to you, while helping you to stay on track to pursue your financial goals.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other approaches or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG approaches may rely on certain values-based criteria to eliminate exposures found in similar approaches or broad market benchmarks, which could also result in relative investment performance deviating.

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Branch Office Profile

About Us

The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

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.

Kyle C Landmann,

CRPC,

CFP

Assistant Vice President

Senior Financial Advisor

Michael J. Hart,

CPFA,

CRPC,

CFP

Senior Vice President

Senior Resident Director

Scott C Thomas

Vice President

Senior Financial Advisor

Kelly Chambers Pabst,

CPFA

Senior Vice President

Senior Financial Advisor

Damian R Perry,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

John Michael Meffert

Vice President

Senior Financial Advisor

David M Haslam

Vice President

Senior Financial Advisor

Jeffrey D Hart,

CIMA,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Ross Davis,

CFP

Financial Advisor

Michael B Greiner,

CFP,

CRPC

First Vice President

Wealth Management Advisor

Let’s Have a Conversation

We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

Events

Anywhere, Anytime Access

Mar 11th, 2021 | 4:00PM-5:00PM 

Host: Sabeen Villani Director, Merrill Lynch Market Executive


Speaker: Stanley “Stosh” Bohensky Director, Digital Adoption and Client Experience
As we navigate through these extraordinary times, we will continue to devote resources to help ensure your personal safety, while maintaining all of the services you count on. As a Merrill client, we want to ensure that you understand we are available anywhere and anytime you need us. Please join us for an exclusive virtual event which will provide an overview of how to access your accounts and manage your financial transactions from home securely, using our Online and Mobile apps. We understand that this is more important now than ever. 

Please reply directly to your Financial Advisor
Note: This presentation will be facilitated via WebEx and conference line.

Host: Sabeen Villani Director, Merrill Lynch Market Executive


Speaker: Stanley “Stosh” Bohensky Director, Digital Adoption and Client Experience
As we navigate through these extraordinary times, we will continue to devote resources to help ensure your personal safety, while maintaining all of the services you count on. As a Merrill client, we want to ensure that you understand we are available anywhere and anytime you need us. Please join us for an exclusive virtual event which will provide an overview of how to access your accounts and manage your financial transactions from home securely, using our Online and Mobile apps. We understand that this is more important now than ever. 

Please reply directly to your Financial Advisor
Note: This presentation will be facilitated via WebEx and conference line.

RSVP OnlineCall to reserve

Careers

Merrill Lynch Wealth Management is seeking high achievers with a history of success. If you’re in sales, law, banking, teaching, accounting, retired military, college grad or other vocation, and you have the drive, commitment and perseverance to succeed, consider a career with us as a financial advisor.

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