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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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About Us

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, 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.

Culture

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.

Community 

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 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 Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial 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.

Branch Office Profile

Advisors at This Location

Our deeply committed financial 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.

Michael J. Hart,

CRPC, 

CFP

First Vice President

Resident Director

Scott C Thomas

Vice President

Senior Financial Advisor

Kelly Chambers Pabst,

CPFA

First Vice President

Financial Advisor

Damian R Perry,

CPFA, 

CFP

Senior Vice President

Wealth Management Advisor

John Meffert

Vice President

Financial Advisor

Brian W Baker,

CRPC

Senior Vice President

Senior Consultant

David M Haslam

Assistant Vice President

Senior Financial Advisor

Jeffrey D Hart,

CIMA, 

CRPC, 

CFP

Senior Vice President

Wealth Management Advisor

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

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, and you have the drive, commitment and perseverance to succeed, consider a career with us as a financial advisor.

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Grow & Learn

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.

Learn more about careers at Merrill Lynch Wealth Management