Alicia Sanchez began her financial services career with Merrill Lynch Wealth Management in 1984. As a Wealth Management Advisor with the Chartered Retirement Planning Counselor designation,  Alicia assists individuals, their families, and their businesses by carefully listening to their goals as well as concerns to build bespoke financial strategies and investment plans. She can take a top down approach for an overall comprehensive view of “first steps” or she can be goal specific. 

Her extensive experience in the preservation of wealth along with the transition of that wealth to the next generation has allowed families the flexibility to plan using many different scenarios until the best strategy is found. Whether you are planning for retirement, the sale of a business, philanthropic endeavors or tax minimization strategies, Alicia carefully lays the ground work with you to pursue the desired outcome. 

Alicia lives in Naples with her husband Fletch. Outside of the office,  Alicia enjoys spending time with her three children, traveling, reading and gardening.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Courtney Shrewsberry joined Merrill Lynch Wealth Management in 2010. Her focus is on the execution of strategies for our clients and their families. The tracking of financial strategies allows for changes per our clients' evolving needs.

By understanding their short and long term financial objectives, Courtney can leverage the resources of Merrill to assist clients in areas that include budgeting and retirement planning as well as access to home and business lending strategies through Bank of America. She prepares our teams analytics which is a vital part of integration with our clients.

Courtney holds the Chartered Financial Consultant designation, and she is a graduate of Florida Gulf Coast University with a bachelor’s degree in Finance. She lives in Naples with her husband Kurtis and sons Rory & Luke. In her free time she enjoys spending time with her family, traveling and reading.

*Courtney Shrewsberry NMLS ID 1712360 

Christina Sanchez joined Sanchez and Associates in 2022. Christina is conscientious, professional and quick to respond to requests and challenges presented by clients. She also supports the Advisor team in a variety of administrative and support functions. Most notably, Christina spearheads the optimization of MyMerrill.com experiences, client's communication, IRA required minimum distribution calculations, wire transfers and the oversight of numerous operational procedures. She strived to make every client contact a positive experience by delivering concierge level attention to details. 

Christina attended Florida Atlantic University where she received her bachelors in Economics and Business Management with an emphasis on Entrepreneurship and Leadership. Christina lives in Naples where she enjoys the warm, sunny weather and the outdoors. Most of her free time is spent going on adventures with her dog, Jax. She gives her time to the Leadership, Education, Advocacy, and Development program and Merrill.