Bruce joined Merrill Lynch Wealth Management in 1966 and has catered to the ultra-high net worth client segment of Jacksonville for over 57 years. He is one of the longest tenured advisors at Merrill.  His knowledge and experience continues to serve fourth and fifth generations of families and extended families. Bruce received his B.S. from Duke University in Civil Engineering. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them meet their short-term and long-term financial goals.

Craig C. Walker joined Merrill Lynch Wealth Management in 1993 in Jacksonville, Florida, and has been in the financial services industry for over 31 years.  As a Managing Director and Wealth Management Advisor, Craig’s focus is wealth management planning for high-net-worth individuals, their families and their businesses.  He earned his B.A. from the University of Georgia in Economics, where he previously sat on the board of the Terry College of Business - University of Georgia.  Craig has always had a passion for volunteering in the community; he currently sits on the board of Community Hospice of Northeast Florida Foundation, and previously sat on the boards of Ronald McDonald House, St. Mark’s Episcopal Day School Board of Trustees, and Little League Baseball at N.O.L. Craig is a Portfolio Manager, which allows him to tailor-make strategies based on client’s specific goals and needs.  A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.  Whether it be estate planning services, capital preservation, income generation or a growth strategy, by using a time-proven goals-based wealth management process, Craig can customize a plan to help you with your financial needs and life goals. Craig enjoys fishing, hunting, and golf and spending time with his wife, Cameron and their 3 children.

Perry Chappell, Wealth Management Advisor, Managing Director, began his financial services career in 1996 in New York City. As a Wealth Management Advisor Perry has assisted clients by managing their individual wealth through multiple and complex market cycles meeting their individual needs. He focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. Perry holds a B.A. from Vanderbilt University, a M.B.A. from the University of Florida and a M.I.M. from Thunderbird-American Graduate School of International Management.