Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD# 7691) is a financial advisory firm headquartered in New York, NY. They manage $575,341,577,965 in 1,715,259 accounts and serve the financial needs of clients across 48 states (or territories).
Total Assets Under Management575,342MILLION
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Suzanne Austin (CRD# 2970671) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 30 years of experience in the finance industry. Suzanne Austin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Kevin Clark (CRD# 5173809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dublin, OH and has over 6 years of experience in the finance industry.
Jeffrey Adamson (CRD# 1326517) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 33 years of experience in the finance industry. Jeffrey Adamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
S. Wesley Carpenter is a Financial Advisor in Fairhope, AL with Merrill Lynch. In July 2017, I was named to Forbes' "America's Top Next-Generation Wealth Advisors" where I was ranked #6 in AL and #278 Nationally.
I am a Partner and Financial Advisor with THE HARTY CARPENTER GROUP, is a distinguished wealth management team in Fairhope, AL. We have significant experience advising CEOs, Retirees, and other Professionals with virtually all aspects of their fina
Jeff joined the Group AG at Merrill Lynch in 2010 after graduating from the University of Tennessee in 2009 with a bachelor's degree in economics. He and his team focus on creating customized financial strategies for individual clients and their families. Using sophisticated techniques, he develops investment recommendations designed to assist you build, preserve and ultimately distribute your wealth. He prides himself on his ability to listen and interpret your financial goals while leveraging the vast resources of Merrill Lynch to provide a wide range of possible strategies.
Jeff is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Chartered Retirement Planning CounselorSM (CRPC®) designation.
Jeff & his wife, Rachel, live in Woodbridge, VA where they both enjoy living active lifestyles. They are involved with a variety of local charities and enjoy competing is running events throughout the year.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
True wealth is about more than money. It is about achieving life.
To that point, Tony and his Team believe strongly that it is their obligation to be accountable to and transparent with their clients and to place their best interests ahead of his own.
From stocks, bonds and socially responsible investing to business sales, Tony does and will do whatever it takes to help you realize your goals.
Tony graduated from Arizona State University in Tempe Arizona with a Bachelors of Science in Business and Communications. He returned to Scottsdale Arizona after having worked and studied at the Massachusetts Institute of Technology in Cambridge Massachusetts.
He is a partner with the Bellino Group and focuses on in-depth financial planning, business development and client relationships. Tony appreciates being able to draw on Merrill Lynch’s deep resources and specialists as well as his team to create solutions for difficult and challenging situations. During volatile markets, Tony helps clients set realistic goals and arms them with the financial information they need to make knowledgeable decisions.
Tony was a member of The National Association of Stock Plan Professionals(NASPP), an association committed to providing its members with services designed to enrich their professional skills and further their professional knowledge.
Tony and his family reside in Scottsdale Arizona.
Jerome Long (CRD# 6378874) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 11 years of experience in the finance industry. Jeremy is a graduate of Leadership Spartanburg.
I offer my clients a single point of contact when seeking guidance for their financial affairs including: Retirement Planning, Investment Advice, Banking, Mortgage Origination and Servicing, Retirement Plans, Lending, Insurance including Medicare, Estate and Tax Planning, and Social Security Advice.
Since joining the industry 11 years ago I have realized the passion that I have for Financial Literacy and Education. Oftentimes these ideas are the cornerstone of a financial relationship with a trusted Consultant. My mission is to take the anxiety and stress that many individuals have regarding financial affairs and change their outlook to one of joy and comfortability.
I specialize in translating complicated and numerous world economic factors into customized portfolio strategies that achieve my clients goals, while minimizing risk. I also enjoy helping clients take advantage of the many tax minimization strategies that are available to them.
In my personal life, I enjoy many volunteer activities including serving as co-chair of the Bank of America Community Volunteer Committee. I lead our Upstate team by organizing all sponsored volunteer activity for Bank of America associates in the Upstate including: Habitat for Humanity, Junior Achievement, American Cancer Society, Susan G. Komen, and Harvest Hope Food Bank. Lastly, I have a passion for volunteering to deliver meals to needy families through Mobile Meals and Meals on Wheels and I strongly support the mission of the Boy Scouts of America.
I also enjoy attending any sporting event, hiking and camping, music, and the dramatic arts.
Individuals that should connect with me would be anyone interested in learning more about what I do for my valued clients. I also work closely with CPA's and Attorney's as much of what I do includes utilizing their services for my clients. Please contact me any time.