Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Senior Vice President
Senior Financial Advisor
Joel Summerlin is a Senior Financial Advisor, Senior Vice President and Portfolio Advisor, who joined Merrill Lynch Wealth Management in Tampa, Florida in 1992. He earned his Bachelor of Science degree at the University of Alabama. Joel began in the financial services industry as a Financial Advisor in 1992.
With more than 25 years of experience, Joel is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third-party investment managers’ strategies, funds or portfolios.
Joel is committed to providing premier service and access to extensive resources to assist clients in reaching their personal and financial goals. He helps bring clarity to investment opportunities and ever-changing market conditions that can impact portfolio returns. Through this approach, clients can benefit from advice and recommendations along with a solid relationship that helps them better understand the strategies available to them.
Debbie Summerlin - Registered Senior Wealth Management Client Associate
Debbie joined Merrill Lynch Wealth Management in early 1990 as an Operations Specialist with our New York office. She transferred to Tampa in late 1991 to continue her career as a Registered Senior Wealth Management Client Associate. Debbie now works on our team to coordinate all office administrative tasks and to help clients resolve administrative issues.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Alabama System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.