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SARASOTA, FL

Merrill Lynch 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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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 Lynch, 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.

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.

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 Lynch 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.

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

Vice President

Senior Financial Advisor

CRPC

Nancy Marciniak

Senior Vice President

Senior Financial Advisor

CRPC

Timothy G. Dumas

Senior Vice President

Senior Financial Advisor

Richard W. Smalley

Senior Vice President

Wealth Management Advisor

CRPC

John Jones

First Vice President

Wealth Management Advisor

Ole John Sorenson

First Vice President

Senior Financial Advisor

Richard D. Hynes

Vice President

Financial Advisor

CRPS, CKP

John R Henderson

Vice President

Senior Financial Advisor

David M Gregg

First 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, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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

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Social Security and You

The Capital Grille, 180 University Town Center Drive, Sarasota, FL, 34243

Nov 13th, 2018 | 6:00PM-7:30PM EST

Who is eligible for Social Security benefits.

What factors you should consider before starting your benefits.

When is the most appropriate time to start taking benefits.

Ways in which you can potentially maximize your benefits.

Who is eligible for Social Security benefits.

What factors you should consider before starting your benefits.

When is the most appropriate time to start taking benefits.

Ways in which you can potentially maximize your benefits.

RSVP OnlineCall to reserve

headshot

Social Security and You

The Capital Grille, 180 University Town Center Drive, Sarasota, FL, 34243

Nov 15th, 2018 | 6:00PM-7:30PM EST

Who is eligible for Social Security benefits.

What factors you should consider before starting your benefits.

When is the most appropriate time to start taking benefits.

Ways in which you can potentially maximize your benefits.

Who is eligible for Social Security benefits.

What factors you should consider before starting your benefits.

When is the most appropriate time to start taking benefits.

Ways in which you can potentially maximize your benefits.

RSVP OnlineCall to reserve

Careers

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

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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 strategies and wealth management advice, products and services.

Access to Resources

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

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