Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
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The Palmer Group
Merrill Lynch
Wealth Management
Our mission is to be the trusted advisor of affluent families, individuals, and successful business owners, providing personalized wealth planning services that are tailored to their unique needs and goals. We achieve this through strong relationships, comprehensive guidance, and a commitment to our core values of integrity, knowledge, respect, dedication, reliability, optimism, and teamwork.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
LaToya Marks
Wealth Management Banking Specialist
Merrill
David Samman
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Where do we begin? It starts with you.
At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.
Understanding Your Life
Welcome
We have been providing financial strategies and wealth management services in Central Florida for over two decades. The clients we serve are affluent families, individuals, and successful business owners who value the disciplined approach and personal attention we bring to each relationship.
We believe that financial planning is about more than just numbers; it's about helping our clients achieve what matters most to them. Our mission is to be the trusted advisor of affluent families, providing personalized financial planning services that are tailored to their unique needs and goals.
We achieve this mission through our unwavering commitment to building strong relationships with our clients. We take the time to truly understand their values, concerns, and aspirations, so that we can provide the most effective advice and guidance. Our team of experienced professionals work together seamlessly to deliver appropriate solutions that address all aspects of our clients' financial lives.
Above all, we are guided by a set of core values that define who we are and how we operate. Integrity, knowledge, respect, dedication, reliability, optimism, and teamwork are not just buzzwords to us; they are the foundation of everything we do. By embodying these values in all our interactions with clients, colleagues, and partners, we help ensure that our clients always receive the highest level of service and support.
How we help clients
The various stages in life often require adjustments in your financial and life goals, including:
- The retirement lifestyle you envision
- Preparing for the cost of the best education possible for your children and grandchildren
- Strategies for preserving and growing wealth
- Wealth transfer to the next generation
- Establishment of your legacy through family foundations and philanthropy
- Diversifying business interests
- Tax-minimization strategies
- Access to the banking and lending solitions of Bank of America
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Focus On Retirement Planning
Over the last few decades, life expectancy has risen dramatically. Today’s retirees are not only living longer, they are living healthier longer. So a question to be answered is “What do you do with those extra years and how will you pay for them?”
No matter how much income you may have, putting a retirement strategy in place could be the most important thing—the first thing—you can do as you work with the team on your overall financial strategy. The team can help you determine your lifetime cash flow requirements, you can then focus on the other pieces of your financial life, including legacy and family needs, volunteering for charitable work, leisure time activities, acquisition of collectibles, and building a second home. Let’s talk about customizing and implementing a strategy to help you achieve a comfortable retirement.
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.
Capabilities
Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
Investments
We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.
Create a plan that is all about you.
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.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
Articles
Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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