CMW Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

CMW Group

Global Wealth Management


601 CLEVELAND ST
Suite 900

CLEARWATER, FL 33755

Phone:
Email:

Directions to Branch

PROFESSIONAL STAFF

(727) 462-2350 Vice President
(727) 462-2316 Vice President
(727) 462-2317 Financial Advisor
(727) 462-2313 Client Associate

PROFESSIONAL PROFILE

Wanda Mayhew Vice President, CFM, CRPC®
Wanda has more than 13 years of experience providing wealth management advice and services. A graduate of Florida International University, Wanda joined Merrill Lynch in 1994. She is a senior partner for the C.M.W. Group and specializes in pre and post retirement planning, estate planning, and wealth management. Wanda is a Certified Financial Manager and a Chartered Retirement Planning Counselor.

Linda Cliborne Vice President, CFM, CRPC®
Linda has 22 years of experience in providing financial and wealth management services. A graduate of Virginia Tech University with a B.S. in Finance, Linda joined Merrill Lynch in 2001. Prior to Merrill, she provided financial advice to Public and Privately-Owned Corporations and their owners and executives. She is a senior partner of the C.M.W. Group and specializes in pre and post retirement planning strategies, estate planning, corporate 401(k) plans, business financial services, and cash management. Linda is a Certified Financial Manager and a Chartered Retirement Planning Counselor.

Andrew Winkler Financial Advisor, CRPC®
Andrew has more than three years of experience providing financial and wealth management services. A graduate of Florida State University, Andrew joined Merrill Lynch in 2006, coming from the financial industry as a Regional Financial Manager. He specializes in pre and post retirement planning, liability management, IRA rollovers, estate planning, cash management, and retirement planning for small businesses. Andrew is also a Chartered Retirement Planning Counselor.

Deborah Terpak, Client Associate
Debbie as been with Merrill Lynch for ten years and is a vital and highly valued associate of our team. Debbie is the team's operational and administrative expert. She is responsible for working with our clients in solving any operational issues that may arise and handling the administrative aspects of managing our client's accounts. Her expertise in these areas ensures a positive experience for our clients.

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directions

Linda Cliborne is registered to do business in: CA, FL, IL, MA, MN, NJ, NY, VA

Andrew Winkler is registered to do business in: AZ, CA, CO, FL, GA, IA, MA, NJ, NY, PA, VA

Wanda Mayhew is registered to do business in: AZ, CA, CO, FL, GA, IA, MA, NJ, NY, VA

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