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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.

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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,

CFP

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

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

Cyber Security 2020

July 29th, 2020 | 4:00PM-5:00PM EST

Please join us for a discussion around cyber threats, emerging trends and how you can protect yourself, your family and your business. Guest speakers Jim Scopis and Lynn Martin will share best practices on being prepared for cybercrime and preventing fraud.

Please join us for a discussion around cyber threats, emerging trends and how you can protect yourself, your family and your business. Guest speakers Jim Scopis and Lynn Martin will share best practices on being prepared for cybercrime and preventing fraud.

Learn more about this Event

RSVP OnlineCall to reserve

The New Normal

Aug 12th, 2020 | 3:00PM-4:00PM EST

Please join us for a timely update from our Chief Investment Office, where David Koh, Managing Director, Senior Investment Strategist, will share insights on the state of the financial markets and positioning for the second half of 2020, as well as key investment themes for 2021 and beyond.


*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.

Please join us for a timely update from our Chief Investment Office, where David Koh, Managing Director, Senior Investment Strategist, will share insights on the state of the financial markets and positioning for the second half of 2020, as well as key investment themes for 2021 and beyond.


*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.

Learn more about this Event

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