PROFESSIONAL PROFILE

John C. Newsom - Wealth Management Advisor / CFP®

John has more than 28 years of experience providing financial and wealth management advice and services. A graduate of Memphis State University, John joined Merrill Lynch in 1979, having worked previously with Sears in a management position. John is a Vice-President of Merrill Lynch and a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. John assists clients in developing long term wealth management plans and appropriate portfolio asset allocations. He helps clients focus on estate planning issues and works with their advisors in developing their estate plans. John has been married to his wife, Sherry, since 1969 and they have 4 children.

George R. Silver - Wealth Management Advisor / CFP®

George has more than 30 years of experience providing financial and wealth management advice. A graduate of Southern Illinois University with an MS in Psychology, George joined Merrill Lynch in 1977, coming from Chicago as a school teacher. His primary areas of practice are asset allocation of portfolios. George helps clients to develop strategies to manage their personal and business finances. George is a Vice-President of Merrill Lynch and Certified Financial Planner™ certicant, a designation awarded by the Certied Financial Planner Board of Standards, Inc. He lives in Parkland with his wife, Karen, and their 3 children.


Fred Kaplan - Senior Associate

Fred is a "people person". He has more than 40 years of experience serving and assisting people. Fred joined Merrill Lynch in 1986. He is presently a registered client associate. Fred is married for 38 years to his wife Linda and has 2 sons.