Professional Experience:
•Began my career in Financial Services in 2011.
•Joined Merrill Lynch Wealth Management in 2017.
•Earned the CFP® certification in 2017.
•Earned the CPWA® designation in 2019.
•Earned the CAP® designation in 2021.

•Named to the Forbes “Top Next-Gen Wealth Advisors Best-in-State” list, August 2022.1
Published on August 3, 2022. Rankings based on data as of March 31, 2022.


Mission:

My mission is to help clients live genuinely better lives through the thoughtful practice of Wealth Planning.


Philosophy:
As a Wealth Management Advisor, I believe that the biggest benefits of a plan are the direction and perspective it provides for families & individuals, which leads to better decision making. This in turn means better outcomes, fewer mistakes and increased flexibility. Preparing and living by a well-constructed wealth management plan may dramatically increase your family’s chance for success and be one of the best decisions your family can ever make.
 
Service Focus:
While guiding clients I support them with Responsiveness, Transparency & Communication. Every family member can rely on my caring and disciplined support. I aim to keep everyone informed and equipped with ongoing access to any information they desire. Communication is critical and my goal is to be straight-forward and thorough when answering questions or explaining concepts/strategies.
 
Personal Life:
I‘m thankful to have learned the importance of hard work and service through my parents example. My mother, daughter of Romanian & Yugoslavian immigrants was the only member of her family born in the U.S. and she served 22 years in the U.S. Navy Reserves while working another full-time career and graduating college. My father served 26 years in the U.S. Navy and his career led us all over the country offering a diverse look at life in the U.S.

I attended Florida Southern College (Go Mocs!) as a Student-athlete, where I earned dual B.S. in Financial Management and Marketing, with a minor in Economics while competing for the Men’s Basketball Team under Coach Linc Darner. This experience offered valuable lessons in discipline, leadership & team-work which still play a role in who I am today.

My wife and daughter are my greatest source of inspiration and I’m so thankful for their love and support. I’m passionate about health & fitness and have been practicing Brazilian Jiu-Jitsu since 2016. Giving back is becoming more and more important to me and I’ve spent time volunteering with Junior Achievement USA, Clean The World, United Against Poverty & The Sharing Center. Currently I’m a member of the Winter Park Chamber of Commerce & I serve on the Merrill Lynch Next-Gen Leadership Council.



1 *Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Doug has spent the majority of his financial career as an independent floor trader at The Chicago Board of Trade. With a systematic approach to trading, Doug learned how to preserve capital and how to grow it. Discipline is a crucial component to growing wealth in anyone’s portfolio-a discipline that Doug has spent nearly 25 years honing.

Doug first came to FL to attend Stetson University on a baseball scholarship in 1988. After graduating from Stetson University with a Bachelor’s in Business Administration, Doug returned to Chicago where he traded his own capital on the floor of the Chicago Board of Trade. After a 17 year trading career as a CBOT Associate and Full Member, Doug left the floor to pursue Private Equity and two start-up technology companies.

When the opportunity to join Merrill Lynch Wealth Management in Winter Park arose, Doug and his four children left Chicago for Longwood, FL. Doug brings PAR Wealth Management nearly 25 years of trading experience, managing risk, and an insider’s perspective of the capital markets.

Debi joined Merrill Lynch Wealth Management in 1994 and is a Registered Senior Wealth Management Client Associate with more than 20 years of experience in the Financial Service Industry. Her role on the team is client relationship management. This includes regular communication with clients and leveraging all the resources of our team to make sure clients get the service and advice they need. Debi’s main priority is to provide clients with an unmatched level of service. She provides and coordinates outgoing client service and administrative support for the team, including opening, servicing and maintaining accounts. Debi helps ensure that all client’s expectations are met and monitors client satisfaction.

Debi and her husband Michael have been married for 21 years and have a daughter, Tess, who is attending FSU with a major in Child Science.

Elmer was born and raised in Miami, FL. He graduated from Florida International University (FIU) in December 2020 with a major in finance. While in college, Elmer interned at Telemundo/NBC Universal and assisted with creating budgets for their live actions shows. In February 2019, Elmer began working for UBS assisting teams of financial advisors with operational and administrative tasks. In 2021, Elmer relocated to Orlando, FL to join Merrill Lynch Wealth Management as Wealth Management Client Associate.

When Elmer is not in the office he likes to exercise and pursue one of his biggest fitness goals, which is to compete in an Ironman. In pursuit of that goal, Elmer recently completed his first half marathon on his 24th birthday. Cooking is another one of his passions and he’s hosted many holiday dinners for family and friends. Elmer enjoys reading and strongly believes that every person should read “The Alchemist” by Paulo Coelho at least once! Elmer is excited to be living in Orlando and looks forward to exploring more of the city.

Maryann has been with Merrill Lynch Wealth Management since 1986 and worked in the Boston area before joining PAR Wealth Management. With over 35 years of client service experience, Maryann is passionate about delivering first class service. She plays a key role within the team to help clients navigate, service and support all of their wealth management needs.

 Maryann enjoys spending time with her 3 daughters, cheering on the local sports team and is an avid golfer.