Donald Mcclellan

Wesley Thompson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and has completed his undergraduate studies at the University of Alabama System, after attending Southern Methodist University without receiving a diploma. Wesley contributes to the advisory services provided by The Thompson Group, which has been recognized as a Forbes "Best in State Wealth Management Team" for multiple years. The group focuses on investment direction, portfolio construction, and estate planning strategies. Additional personal interests or community involvement details for Wesley Thompson have not been provided.

David Gregg is a Senior Financial Advisor at Merrill Lynch Wealth Management in Sarasota, Florida. He has been with the firm since 1993 and works primarily with retired or soon-to-be retired clients, focusing on helping them identify and attain their financial and aspirational goals. With over 30 years of investment experience, David offers personalized attention and customized investment recommendations that include asset management, tax-efficient strategies, educational funding, and wealth preservation. He combines his expertise with insights from Merrill’s analysts and strategists, as well as the banking resources of Bank of America, to address the many aspects of his clients’ financial lives. David holds a Bachelor of Science degree in Business Administration, with a focus on Economics and Finance, from Bowling Green State University and is a Personal Investment Advisor (PIA). David has been involved in community activities such as serving on the board of the YMCA and volunteering at Mote Marine Laboratories. He and his son are avid scuba divers who enjoy boating and travel. They also share an interest in ballet and opera, with his daughters participating in the Sarasota Ballet Conservatory and Sarasota Youth Opera.