Wright, Robinson & Associates

Merrill Lynch Wealth Management
1276 Metropolitan Blvd
Tallahassee, FL 32312
850.599.8959
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Wright, Robinson & Associates
Merrill Lynch Wealth Management
Welcome

The Wright, Robinson, & Associates team is comprised of experienced wealth management advisors and client associates who come together to focus on every aspect of a client's financial life. High net worth to ultra-high net worth families, businesses, and retirees in over 40 states rely on the team to manage and consult on items such as investment & cash management, estate planning services, retirement planning, and charitable gifting strategies.

The team is proud that new clients overwhelmingly come from referrals from existing clients that appreciate the team's high level of service, unwavering commitment to problem solving, and access to sophisticated portfolio and wealth planning strategies. Wright, Robinson, & Associates frequently works with third and fourth generations of families, as the team has become a trusted part of their lives.

About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Capabilities

It is important to know exactly where you are with your finances, where you plan to go, and how much you may need to help get you there. Drawing on Merrill's investing insights and with access to Bank of America's credit and lending solutions, we can offer you a comprehensive, personalized plan to help you pursue your goals. We will provide transparency on what you're paying for and what you're getting, as well as potential opportunities and risks. Understanding that life needs and market conditions can change, we will meet with you, as necessary, to help make sure your strategy remains on track to pursue your goals and adjust your approach for the journey ahead, as needed.

The broad investing resources of Merrill provide you with access to potential strategies for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions. In addition to traditional and alternative investments and wealth transfer solutions through Merrill, you have access to estate planning services from Bank of America. As your single point of contact we can connect with key professionals in your life, working closely with your outside advisors, such as attorneys, accountants and elder care specialists.

DISCLOSURE: Some or all alternative investments may not be appropriate for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other appropriate investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Focus On High-Net-Worth Individuals and Business Owners

We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals

The team's industry knowledge and experience helps them provide you with:

  • Potential risk management strategies
  • Trust and estate planning services
  • Tax-minimization strategies
  • Access to Bank of America for your credit and banking needs

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
Felton Wright, CFP®,CPFA™,CPWA®
Managing Director, Senior Consultant
850.599.8978
Michael Robinson Headshot Image
Michael Robinson, CFP®
Senior Vice President, Wealth Management Advisor
850.599.8908
James Wright Headshot Image
James Wright, CFA®,CFP®,CPFA™
Senior Vice President, Wealth Management Advisor
850.599.8923
Tony Guerra Headshot Image
Tony Guerra, CEPA®,CFP®,CPFA™
Vice President, Wealth Management Advisor
850.599.8905
Amelia Eaton Headshot Image
Amelia Eaton, CDFA®,CFP®,CRPC™
Assistant Vice President, Wealth Management Advisor
850.599.8977
Danielle Gereg, CDFA®
Assistant Vice President, Relationship Manager
850.599.8911
Erin Annette Turner
Assistant Vice President, Wealth Management Associate
850.599.8959
Sarah Anne Paulson
Officer, Wealth Management Client Associate
850.599.8924
Jayson Thomas
Registered Wealth Management Client Associate
850.599.8921
Kim Ritchey
Officer, Registered Senior Wealth Management Client Associate
850.599.8903
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
James Camarda
Alternative Investments Regional Specialist
Allison Mulgrew
Wealth Strategies Advisor
Heather Jackson
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

About Merrill
Fresh perspectives

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.