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SARASOTA, FL

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

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.

Paul C. Alexander,

CRPC

Vice President

Senior Financial Advisor

Nancy Marciniak,

CRPC

Senior Vice President

Senior Financial Advisor

Timothy G. Dumas

Senior Vice President

Senior Financial Advisor

Richard W. Smalley,

CRPC

Senior Vice President

Wealth Management Advisor

John Jones

First Vice President

Wealth Management Advisor

John R Henderson

Vice President

Senior Financial Advisor

David M Gregg

First Vice President

Senior Financial Advisor

Robert Yan

Vice President

Senior Financial Advisor

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.

Events

Attend one of our upcoming events

Washington Update Virtual Event

Oct 15th, 2020 | 4:00PM-5:30PM 

You’re invited to our Washington Update Virtual Event on October 15th from 4:00 – 5:30.

 

Our latest virtual event will once again be hosted using WebEx technology. For those not familiar with WebEx, it is easy to work with, and every bit as informative as a face-to-face seminar. It allows us to offer a great alternative at this time when there are so many health concerns that could impact you and your family.

 

Our Webinar event titled, “A Washington Update” featuring Andy Friedman is being delivered on the same night as the second presidential debate. As our speaker Andy Friedman develops content for The Washington Update, he identifies important issues, prepares analyses, and predicts outcomes, so investors and financial advisors may take Washington developments into account in their planning. According to CNBC, Andy Friedman is “one of Washington’s savviest political observers.” An expert on political affairs, Andy explains the ever changing, sometimes confusing, and often crazy world of Washington in a straightforward bipartisan manner.  He is known for predicting the outcomes of Washington deliberations and providing financial advisors and investors with strategies to consider in light of the changing political landscape.

 

Please consider inviting your friends and family to join this event. If you have any friends interested in joining please ask them to email me with their interest and I will happily send them a link to register for the event.

 

To reserve your place today, please follow the link below.

Washington Update Webinar Details

Thursday, October 15, 2020 4:00 p.m.

Washington Update Webinar Access and Registration Link

 

 

 

 

 

You’re invited to our Washington Update Virtual Event on October 15th from 4:00 – 5:30.

 

Our latest virtual event will once again be hosted using WebEx technology. For those not familiar with WebEx, it is easy to work with, and every bit as informative as a face-to-face seminar. It allows us to offer a great alternative at this time when there are so many health concerns that could impact you and your family.

 

Our Webinar event titled, “A Washington Update” featuring Andy Friedman is being delivered on the same night as the second presidential debate. As our speaker Andy Friedman develops content for The Washington Update, he identifies important issues, prepares analyses, and predicts outcomes, so investors and financial advisors may take Washington developments into account in their planning. According to CNBC, Andy Friedman is “one of Washington’s savviest political observers.” An expert on political affairs, Andy explains the ever changing, sometimes confusing, and often crazy world of Washington in a straightforward bipartisan manner.  He is known for predicting the outcomes of Washington deliberations and providing financial advisors and investors with strategies to consider in light of the changing political landscape.

 

Please consider inviting your friends and family to join this event. If you have any friends interested in joining please ask them to email me with their interest and I will happily send them a link to register for the event.

 

To reserve your place today, please follow the link below.

Washington Update Webinar Details

Thursday, October 15, 2020 4:00 p.m.

Washington Update Webinar Access and Registration Link

 

 

 

 

 

RSVP OnlineCall to reserve

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