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Merrill Lynch

Merrill Lynch

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  • About
  • Employees
Kellie Wentz
Kellie Wentz
Registered Senior Wealth Management Client Associate
Austin Wertz
Austin Wertz
Assistant Vice President
Shana Lesch, Cfp®
Shana Lesch, Cfp®
Wealth Management Specialist
Bryan Perez
Bryan Perez
Operations Specialist
Sandra Adam
Sandra Adam
Wealth Management Advisor, Senior Vice President
Andrew Pilditch
Andrew Pilditch
Senior Vice President
Jack W. Kirkland, Jr.
Jack W. Kirkland, Jr.
Private Wealth Investment Management Specialist
Matthew Marra, Crpc®, Cpfa
Matthew Marra, Crpc®, Cpfa
Financial Advisor, Assistant Vice President
Scott Nash, Awma™
Scott Nash, Awma™
Financial Advisor, Senior Vice President
Jenny Jeter, Cfp®, Cima®, C(k)p®, Cpfa, Crps®
Jenny Jeter, Cfp®, Cima®, C(k)p®, Cpfa, Crps®
Wealth Management Advisor, First Vice President
Steven Navarra
Steven Navarra
Registered Client Associate
Cora Chan
Cora Chan
Wealth Management Advisor, Senior Vice President Wealth Management
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Features

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  • AI E-commerce Automation
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Business

  • Enterprise Solutions
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  • Blog
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  • Companies

Legal

  • Master subscription agreement
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©2025 Chatsheet. All Rights Reserved.