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Green & Barret Group


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.

Jocelyn T Smith

Jocelyn T Smith

Retirement Specialist

Merrill Lynch

Daniel Scalley

Daniel Scalley

Trust Specialist

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


For more than two decades we have been developing customized wealth management strategies and recommending investment portfolios for affluent individuals and their families around the country. Serving a limited number of clients by design helps us devote the time and resources necessary to gain an in-depth understanding of their unique, personal priorities. 

As a multigenerational team, we feel that our diversity in age assists us in effectively communicating and building lasting relationships with every generation of your family. Blending our collective skills helps us to apply a broad knowledge base and different points of view as we collaborate to serve you and your family at every stage of your financial lives.  

Over the past 25 years, we have helped our clients weather good, bad and indifferent markets. During that time, we have learned the importance of maintaining a disciplined process and providing clear, precise information about your progress toward your goals. When the markets are volatile, we believe one of our most important functions is to reach out at such times, hear your concerns, offer perspective, and talk about any needed adjustments to your strategy.

Understanding Your Complete Financial Picture

Today’s fast-moving environment calls for advisors who can look beyond your investments to see the bigger wealth management picture. That’s why the foundation of our approach starts with listening. We ask detailed questions to learn what’s truly important to you and to help uncover your feelings about where you are financially and where you hope to be in the future.

Our mission is to offer you straightforward answers and strategies that lead to smarter, more informed decisions. We believe wealth management is more than providing investment advice. It’s about standing alongside clients, aligning our advice and guidance with your real-world objectives, and collaborating to design strategies to help you achieve your goals.

The process we engage in is not a once in a lifetime event. It’s evolutionary, taking into account ongoing changes in your life, your resources and any financial decisions you need to consider. When appropriate, we will recommend adjustments to your strategies or help you design and implement new ones.

Taking The Emotion Out Of investing

Too often, financial decisions are based on emotion rather than on sound investment principles. Over the past two decades, we have developed a meaningful understanding of the issues that can impact your financial life. Our goal is to help you filter out the market noise and remain focused on the things you can control, such as the quality and holding period of your investments and the diversification of your portfolio. 

Investing is a long-term proposition. By taking a disciplined approach, we can help you ignore short-term market behavior that could distract or derail your investment strategy. The personalized portfolios we help develop are meant to see you through different market environments and phases of the economic cycle. Throughout our process, we keep you informed about economic and financial market conditions and continually refine the wealth management approach that works best for you. Regular portfolio review meetings, in person or via telephone, can last as long as necessary so no questions are left unanswered.

Your Financial Approach

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.

Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Periodic 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.

    Monitoring 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.

    Wealth Management Your Way

    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

      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.