Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Senior Vice President
Wealth Management Advisor
Tim P. White, CFP ® is a Senior Vice President, Wealth Management Advisor. Since joining Merrill Lynch Wealth Management in 2007, Tim has been closely involved with client's financial strategies and goals based planning. This includes building traditional investment portfolios as well as alternative asset investments in private equity & hedge funds. He also provides clients with lending and banking solutions including commerical business services. Tim's background in financial services & planning goes back decades learning about the world of investing from his step-mom while growing up in Dallas. Later, Tim graduated from the University of Kansas, where he earned a Bachelor of Science degree in Economics and Business Administration. He is a Kansas Jayhawks fan and also a member of the KU Alumni Association. Tim plays many sports, and spends time volunteering for various organizations supporting local underserved communities.
Nan Shertzer is a Managing Director and Senior Consultant. With 35+ years at Merrill, Nan provides a special degree of financial and wealth management guidance to clients whose success and confidence she is committed to supporting. In her previous role as a Wealth Management Advisor, Nan was named to Barron's Top 100 Women Advisors (2006-2012) and Barron's Top 1,000 Advisors: State-by-State (2006-2012). Nan received her undergraduate degree in Finance and Economics - attending Baylor University, Sullins College and the University of Texas at Tyler, where she is listed among "2006 Distinguished Alumni" and served on the Development Board. Nan enjoys staying in shape and spending time with family. Nan supports the Boys & Girls Club, Habitat for Humanity, Kidney Texas, Inc., Texas Shakespeare Festival, La Fiesta de las Seis Banderas and Kilgore College Foundation.
Registered Client Associate
With 30+ years of employment at Merrill, Debra is dedicated to providing excellent assistance to each client. Because of the value she sees in each person, Debra approaches each client individually. She realizes that her customer service plays a vital part in the client’s overall experience at Merrill. Therefore, she passionately helps clients, providing a positive impact on her team as well as client services. Debra graduated from the University of Mississippi with a degree in Bachelor of Business Administration in Marketing.
Registered Senior Client Associate
Prior to joining the Shertzer White Group in 2013, Bethany had 5 years of experience in financial services at Merrill. Bethany has grown up around the business and began her career in Florida. In 2013 she married and moved to Texas. Alongside Debra Young, she handles all administrative and operational needs. Having knowledge of technology and value in client services, she helps lay the foundation for long lasting relationships. Bethany graduated from Florida State.
Mission Statement - Our team enjoys working with clients who have the desire to establish long-term financial investment relationships based on planning, communication, and trust. We understand the complexities of the market and how they relate to both personal and business finance. Together we will apply a systematic approach, collaborating with your other professional advisors to help achieve maximum results. Planning, patience, and perseverance will be the key to your financial success.
Our commitment to you is to recommend quality, timely investment strategies consistent with your specific goals, objectives, and risk tolerance. We will develop a customized investment strategy and speak throughout the year to track your progress. The breadth of services that Merrill Lynch Wealth Management has to offer, coupled with our investment experience as a team, will give us the ability to address all of your financial needs.
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.
Highland Park High School
University of Kansas
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.