TOP 10 Finance developments in Georgia

Levi M Dutton is a financial advisor at Ameriprise Financial Services, LLC located at 418 Pirkle Ferry Road, Cumming, Georgia, United States. Levi holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. Levi is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professional development, Levi is committed to helping clients make informed decisions to achieve their financial goals. Levi's comprehensive knowledge and experience make him a trusted partner in navigating the complex world of finance.

Emanuel Jones II, President & Financial Advisor at Jones & Co Wealth Strategies, LLC, located at 3150 Roswell Road Northwest, Atlanta, Georgia, offers custom financial guidance to help clients enjoy today and have peace for tomorrow. This boutique financial firm prides itself on tailoring financial plans to match individual goals and ambitions, while staying relevant in today's financial environment. The team at Jones & Co Wealth Strategies provides practical education and step-by-step guidance to help clients better understand their finances. They offer hands-on support to help develop and implement strategies, ensuring clients feel confident in their financial decisions.

Edward Jones - Financial Advisor: Steven R Shinn is a reputable finance institution located at 1718 Peachtree Street Northwest in Atlanta, Georgia, United States. With Steven R Shinn at the helm, clients can expect personalized financial advice and guidance tailored to their individual needs and goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Steven R Shinn is dedicated to helping you achieve financial success. Trust in Edward Jones - Financial Advisor: Steven R Shinn for expert financial planning and investment services.

Merrill Lynch Financial Advisor Michael J Garfoli, located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States, is a finance institution dedicated to understanding your life priorities and creating personalized financial plans tailored to you, your family, and your goals. With a mission to truly understand your needs and aspirations, they offer thoughtful solutions to help you pursue your financial goals while managing investment risk. By focusing on your unique goals and aspirations, they aim to turn your dreams into reality through a customized financial approach. Their team of experienced professionals is committed to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions. Whether you're planning for retirement, saving for a home, or funding education, they are dedicated to helping you achieve your goals and navigate the complexities of the financial world. With access to investment insights and banking solutions, they work with you to develop an approach that addresses your financial needs and adapts to changes in your life and the market. Let Merrill Lynch Financial Advisor Michael J Garfoli help you create a financial approach that reflects your personality and priorities, guiding you towards a successful financial future.

Merrill Lynch Financial Advisor Mitchell Boehm, located at 300 Galleria Parkway Southeast in Atlanta, Georgia, is a trusted institution specializing in finance. With a focus on managing your wealth through a personalized approach tailored to your goals and financial needs, Mitchell Boehm offers access to the investment insights of Merrill and the banking solutions of Bank of America. Committed to building strong client relationships based on trust and personalized service, the team at Merrill Lynch Wealth Management provides a comprehensive financial approach to help you pursue your aspirations. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they aim to understand your goals and priorities to create a customized plan centered on your unique financial situation. With a mission to help you achieve your financial goals while managing investment risk, Mitchell Boehm works with you to develop a strategy designed to address your evolving needs. By staying informed about changes in your life and revisiting your financial approach, the team at Merrill Lynch Wealth Management is dedicated to helping you stay on track towards achieving what matters most to you. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Mitchell Boehm is committed to helping you live your best financial life.

Urhura Freedom LLC is a finance institution located at 681 Mount Zion Road in Jonesboro, Georgia, United States. With over 10 years of experience, we specialize in helping businesses create their brand presence and achieve their goals. Our interactive teaching and support staff ensure that you never feel like you're losing time, and with our techniques, there's no way you can lose. At Urhura Freedom LLC, you are your own check writer and your own boss. You can work from anywhere in the world, giving you the freedom to control your own success. Our comprehensive services include a consult to identify gaps and opportunities, a project plan with timelines and cost analysis, and individualized plans made up of quality services to help you succeed quickly and smoothly.

Jonathan Brummel - Regions Financial Advisor is a finance institution located at 2486 Roswell Road, Marietta, Georgia, United States. Jonathan Brummel is a trusted Financial Advisor who will not only address your immediate financial needs but also work with you to develop a comprehensive strategy to achieve your long-term financial goals. With a focus on personalized solutions, Jonathan aims to make your journey towards financial success as easy as possible. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. As a Registered Investment Adviser and wholly owned subsidiary of Regions Bank, RIM's services may be utilized by Regions Wealth Management for its clients.

ButlerJeffrey is an independent fiduciary finance institution located at 6400 Powers Ferry Road Northwest in Atlanta, Georgia, United States. Founded with the mission of prioritizing client interests, ButlerJeffrey offers top-notch advice and investment management free of conflicts of interest or unnecessary fees. With a focus on making solid financial decisions based on the science of investing, rather than Wall Street trends, ButlerJeffrey helps clients develop a plan to reach their financial goals securely and successfully. The institution's comprehensive approach to financial planning encompasses more than just investment management, including retirement planning, risk management, insurance needs, estate planning, tax planning, charitable giving, and wealth preservation. ButlerJeffrey believes in disciplined investing and educates clients on market factors and their impact to help them navigate the complexities of managing a varied portfolio.

Merrill Lynch Financial Advisor Kurt W Jones is a finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, with advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers personalized financial advice and investment strategies tailored to each client's unique needs and goals. With access to the global resources of Merrill, the experienced team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Advisors focus on understanding what matters most to each client, whether it's planning for retirement, saving for a home, funding education, or passing on wealth to future generations. Through conversations and the Investment Personality Assessment, Merrill Lynch helps clients refine their investing preferences and develop a financial approach to pursue their goals. The team at Merrill Lynch believes in staying informed about changes in clients' lives and financial markets to help them achieve their financial goals. Clients can expect regular check-ins to review progress and make adjustments to their financial approach as needed. By working with a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions to help them live their best financial life.

Merrill Lynch Financial Advisor Patrick Farren is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. They offer personalized financial strategies to help clients pursue their long-term goals, whether it's wealth transfer, retirement planning, education funding, or other financial needs. The institution begins every relationship with a conversation to understand clients' priorities and goals. They use the Investment Personality Assessment to customize financial approaches based on clients' preferences. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop tailored approaches to address clients' financial needs. The team at Merrill is committed to building strong client relationships based on trust and personalized service. Advisors at Merrill have received recognition for exemplary client service from financial industry publications. The institution offers a range of services, including retirement planning, investment strategies, and financial wellness strategies. They provide ongoing support to help clients stay on track to achieve their financial goals. By getting to know clients personally, Merrill Lynch Financial Advisor Patrick Farren helps create financial approaches that reflect clients' personalities and priorities. They offer personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

The Crossroads Wealth Management Group is a finance institution located at 4353 Tilly Mill Road in Atlanta, Georgia, United States. At Crossroads Wealth Management Group, we understand that you are working towards your financial goals and deserve expert advice and guidance. Our team is here to listen to your needs and help you plan for a secure future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation's most recognized financial services companies, Wells Fargo. Our institution offers a range of services including investment planning, strategic borrowing advice, and alternative investment opportunities. We provide weekly market insights, economic analysis, and timely reports to keep you informed about the latest trends and potential impacts on your investments. With LifeSync in the Wells Fargo Mobile app, you can stay connected to the resources, tools, and people you need to make informed financial decisions.

Shpigel Financial Group - Ameriprise Financial Services, LLC, located at 5881 Glenridge Drive in Atlanta, Georgia, is a reputable finance institution. Allen Shpigel, a Five Star Wealth Manager for 2023, leads the team in providing expert financial advice and services. Whether you are looking to schedule a consultation or simply have questions, their team is ready to assist you. By assessing your risk tolerance and financial goals, they can help you develop an appropriate investment strategy. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure the security and privacy of your information. Contact them today to discuss your financial priorities and see how they can help you achieve your goals. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, offering a range of services to help you reach your financial goals.

ynch Financial Advisor Scott Martin is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. Scott Martin specializes in managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott can help you navigate the changing market conditions and pursue your financial objectives. Scott Martin follows the Merrill tradition of community involvement, dedicating time to volunteering with local organizations. Through Merrill Personal Wealth Analysis™, Scott can develop a comprehensive plan centered on your goals and aspirations. By engaging in conversations with you, Scott aims to understand what matters most to you and your family, whether it's planning for retirement, purchasing a home, or funding education.

Georgia Business Start Up Advisor is a leading finance institution located at 12600 Deerfield Parkway, Alpharetta, Georgia, United States. We specialize in providing expert advice and guidance to entrepreneurs looking to start their own business in the state of Georgia. Our team of experienced advisors offers personalized support to help new business owners navigate the complexities of starting and growing a successful company. Whether you need help with creating a business plan, securing funding, or developing a marketing strategy, Georgia Business Start Up Advisor is here to assist you every step of the way. Contact us today to learn more about how we can help you turn your business dreams into reality.

Decatur Capital Management Inc, located at 150 East Ponce de Leon Avenue in Decatur, Georgia, is a finance institution dedicated to building sustainable generational wealth for institutions, families, and communities. Founded in 2000 by Army veterans Degas Wright and Ralph Bryant, Decatur Capital is a 100% employee-owned SEC-registered investment advisor. Our team of investment professionals brings a unique blend of experience and knowledge to provide tailored investment solutions for high net worth individuals, foundations, institutions, municipal and Taft-Hartley plans. At Decatur Capital, we believe in being a fiduciary alongside our clients, serving as a conduit to help them reach their financial objectives and goals. Our dynamic modeling process and focused portfolios aim to provide a greater return to risk profile for our clients. We integrate quantitative research with fundamental analysis to develop investment strategies that adapt to changes in the capital markets.

Merrill Lynch Financial Advisor Damon M. Limberis is a finance institution located at 10000 Avalon Boulevard, Alpharetta, Georgia, United States. The Limberis Flannagan Group specializes in serving high-net-worth individuals and families, focusing on developing personalized financial strategies to manage, safeguard, and transfer wealth. They offer access to investment insights from Merrill, trust and fiduciary services from Bank of America Private Bank, and credit and lending solutions from Bank of America. The team at Merrill Lynch is committed to helping clients achieve their financial goals by understanding their priorities, risk tolerance, and unique concerns. Through a disciplined investment approach and regular progress meetings, they aim to adjust strategies as needed to reflect changes in both the client's life and the markets. The institution has been recognized for exemplary client service, including being named in Forbes' "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." The team at Merrill Lynch Wealth Management Advisors is dedicated to building strong client relationships based on trust and personalized service, offering personalized financial plans centered on individual goals and aspirations. With a focus on understanding clients' personalities and priorities, they work to create financial approaches that reflect each client's unique needs. Through ongoing communication and adjustments, they strive to help clients stay on track to achieve their financial objectives.

SouthPark Capital is a finance institution located at 11675 Great Oaks Way in Alpharetta, Georgia, United States. Year after year, we prioritize building strong relationships with our clients, whom we consider family. As independent financial advisors, we work closely with our clients to enhance their financial security and prosperity. Through our Tax Mitigation platform and Wealth Management model, we develop personalized plans to help clients generate and retain wealth. Our focus is on providing individualized financial solutions and our integrity is deeply rooted in our community. We believe that retirement should be worry-free, allowing you to spend time with loved ones and pursue your passions. Our goal is to help our clients flourish and succeed financially. We offer unique tax optimization opportunities to lower overall tax burdens and provide ongoing education to help clients make informed decisions about their investments and retirement strategies. Contact us at our Charlotte or Atlanta locations to learn more about how we can assist you in building a fully integrated retirement plan. Securities offered through Arkadios Capital, member FINRA/SIPC, and advisory services are provided through Arkadios Wealth. SouthPark Capital and Arkadios are not affiliated through any ownership.

Merrill Lynch Financial Advisor Samuel Shaun Wright is a finance institution located at 10000 Avalon Boulevard, Alpharetta, Georgia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, financial planning, investment management, tax minimization strategies, retirement planning, educational planning, and more. The team at Merrill Lynch focuses on understanding each client's unique needs, goals, and priorities to develop personalized financial plans to help them pursue their financial objectives. By working closely with clients, the institution aims to provide comprehensive wealth management solutions that align with their financial needs and aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can expect a tailored approach to address their financial goals and objectives. The institution also offers the Merrill Personal Wealth Analysis™ tool to help clients build and document personalized financial plans. Whether clients are planning for retirement, saving for a home, or passing their wealth to future generations, Merrill Lynch Financial Advisor Samuel Shaun Wright is committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Christopher F McGregor is a finance institution located at 10000 Avalon Boulevard, Alpharetta, Georgia, United States. We offer personalized, confidential, and private family office-like services to help individuals and families simplify their lives and pursue what's most important to them. Our approach begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, customizing financial approaches, or providing advice to stay informed. We use the Investment Personality Assessment to understand your investing preferences and develop a customized financial approach to help you reach your goals. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer comprehensive financial solutions and personalized investment strategies to help you achieve your goals and navigate the complexities of your financial life. Let's work together to help you live your best financial life.

Jacob Woodall - Regions Financial Advisor is a finance institution located at 1900 Scenic Highway North in Snellville, Georgia, United States. Jacob Woodall, a Financial Advisor with Regions Investment Solutions, is dedicated to providing solutions for your immediate needs while also helping you develop a comprehensive strategy to achieve your long-term financial goals. With a focus on understanding your short and long-term objectives, Jacob Woodall aims to create a personalized plan to help you reach financial success with ease. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, while Regions Investment Management, Inc. provides investment advisory services. This institution is committed to providing educational and general marketing information, and is not providing impartial investment advice or acting in a fiduciary capacity.

Hill Advisor Group - Ameriprise Financial Services, LLC is a finance institution located at 3525 Piedmont Road Northeast, Atlanta, Georgia, United States. They provide a positive backdrop for stock prices and offer services to extend the current bull market rally. The firm is committed to diversity, inclusion, and creating a better future for all. They have been honored for their support of veterans and their families through robust veteran recruiting, training, and development programs. Ameriprise Financial Services, LLC also focuses on disability inclusion and equality, receiving recognition as a "Best Place to Work for Disability Inclusion". Their financial advisors are individually registered to do business in certain U.S. states, and they offer consultations to discuss financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of their site agree to be bound by their website rules and regulations. The institution is a member of FINRA and SIPC. They appreciate referrals and ensure privacy and security for their clients. Visit their website for more information.

Aufleger & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3325 Paddocks Parkway, Suwanee, Georgia, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Their financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure client security and privacy. With a focus on risk tolerance and market volatility, they help clients develop appropriate investment strategies. Ameriprise Financial Services, LLC cannot guarantee future financial results, but they are committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Andrew P O'Connell is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. They offer a dedicated team of Financial Advisors and Key Employee Services professionals to provide sophisticated support to plan sponsors. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop personalized financial approaches designed to help address their financial needs and goals. The institution believes in starting every relationship with a conversation to understand the client's priorities and goals. They offer tools like the Investment Personality Assessment to customize financial approaches and help clients pursue what matters most to them. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer services like Merrill Personal Wealth Analysis™ to create personalized plans centered on client goals. The institution aims to help clients stay on track to achieve their goals by regularly reviewing and adjusting their financial approaches. Merrill Lynch focuses on getting to know clients personally to offer customized investment strategies that address their needs and pursue their goals. They provide comprehensive financial solutions in collaboration with Bank of America. Investing involves risk, and Merrill does not provide legal, tax, or accounting advice. Clients are encouraged to consult their own advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and financial planning services and clients should understand the differences between them when selecting services.

Merrill Lynch Financial Advisor Michael R Massi is a finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. Michael R. Massi, Jr has been in the financial services industry since 2016 and holds the Chartered Retirement Planning Counselor designation and the CERTIFIED FINANCIAL PLANNER™ certification. He focuses on helping clients develop personalized solutions and investment guidance to achieve their short and long-term financial objectives. Michael and his wife, Emily Massi, are active in the community, supporting various organizations. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™ to help clients achieve their goals. They provide investment strategies, comprehensive financial solutions, and ongoing support to help clients navigate the complexities of their financial lives. Michael Massi is registered to do business in multiple states and holds various certifications in the financial planning field. The institution emphasizes the importance of understanding clients' individual needs and goals to create a customized approach that reflects their unique financial situation. With access to the resources of Merrill and Bank of America, clients can receive tailored advice and guidance to address market fluctuations and life changes. The institution aims to help clients stay on track towards achieving their financial goals through regular reviews and adjustments to their financial approach. By prioritizing the client's interests and providing personalized support, Merrill Lynch Financial Advisor Michael R Massi strives to help clients live their best financial life.

Merrill Lynch Financial Advisor Faizan H Moosa is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. With a focus on managing your wealth and understanding your financial goals, Faizan Moosa can create a personalized strategy tailored to your needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Faizan Moosa aims to help you pursue your financial goals through personalized wealth management strategies. Faizan Moosa follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. Your financial advisor at Merrill Lynch Wealth Management will focus on what matters most to you, whether it's family, goals, or priorities, adapting as they change over time.

Merrill Lynch Financial Advisor A. Mathes Ballard is a finance institution located at 7310 North Lake Drive, Columbus, Georgia, United States. Their mission is to understand your personal goals and develop a personalized financial strategy to help you pursue long-term goals. They work one-on-one with clients to design and implement personalized plans to manage investment risk and achieve financial goals. The institution focuses on potential solutions to turn goals into reality, starting with a conversation to identify and prioritize what matters most to you. Merrill utilizes the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences and customize financial approaches. Their team, supported by global resources, is committed to building strong client relationships based on trust and personalized service. Merrill Lynch has been recognized by financial industry publications for exemplary client service. They offer tools to help clients track changes in their lives and financial goals, ensuring their financial approach reflects these changes. The institution hosts events like the #WomenInvested Meet Up to offer useful tips and insights for building a secure financial future. Merrill Lynch Wealth Management Advisors help clients navigate financial complexities and build customized investment approaches to address their needs and pursue goals. They prioritize putting clients first and offer dedicated one-on-one relationships to guide clients through their financial journey.

Merrill Lynch Financial Advisor S Jay Parker is a finance institution located at 7310 North Lake Drive, Columbus, Georgia, United States. They offer personalized financial strategies tailored to help clients pursue their long-term goals. With a focus on understanding each client's aspirations, the institution works one-on-one to develop a plan that aligns with their unique needs and priorities. Through the Investment Personality Assessment, they gain insight into how clients think and feel about investing, allowing for a customized financial approach. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. By staying connected with clients and adapting to changes in their lives and the financial markets, Merrill Lynch Financial Advisor S Jay Parker aims to help clients achieve their goals and stay on track. With a commitment to putting clients first, they offer comprehensive financial solutions and personalized investment strategies to address individual needs and pursue financial goals.

Merrill Lynch Financial Advisor Jay Morris is a finance institution located at 7310 North Lake Drive, Columbus, Georgia, United States. Our personalized financial strategies are designed to help you pursue your long-term goals, tailored specifically to your individual needs and priorities. We focus on understanding you and what matters most to you, developing a plan to help manage investment risk and achieve your financial goals. Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. We provide tools to help you track changes in your life and financial goals, ensuring your financial approach reflects your evolving needs. With accolades from financial industry publications, we are dedicated to providing exemplary client service and helping you achieve financial success. Join us for our #WomenInvested Meet Up, "Women’s superpower: Investing", premiering March 15 at 2 p.m. ET, where our experts will offer tips and insights to help you build a secure financial future. Let's work together to help you achieve your goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor John D Flory, located in Columbus, Georgia, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution offers a wide range of financial planning services, focusing on helping individuals, families, and businesses achieve their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop personalized approaches to address their financial needs. The advisors at Merrill Lynch Wealth Management believe in creating customized investment strategies tailored to each client's unique needs and priorities. They are committed to helping clients stay on track to achieve their goals, regardless of market fluctuations or changes in their lives. By getting to know clients personally and understanding what matters most to them, the team can offer advice and guidance to help clients navigate the complexities of their financial lives. With a focus on building long-term relationships and providing comprehensive financial solutions, Merrill Lynch Financial Advisor John D Flory strives to help clients live their best financial lives.

Merrill Lynch Financial Advisor Jason Mitcham Kelly is a finance institution located in Columbus, Georgia, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, the advisor helps you identify and prioritize your most important goals. Whether you are planning for retirement, saving for a home, or funding education, the institution's team will work with you to develop a personalized financial approach. The Investment Personality Assessment is used to understand your investing preferences and customize a plan to help you reach your financial goals. Regular check-ins and updates ensure that your approach reflects changes in your life and the financial markets. With a focus on your aspirations and personalized solutions, Merrill Lynch Financial Advisor Jason Mitcham Kelly is committed to helping you achieve your financial goals.