Kristen Cockroft

Stephanie Jones is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in wealth management, asset preservation, and long-term wealth planning. Stephanie works with clients across diverse backgrounds, providing personalized, goal-based financial strategies, with particular attention to military families. Her client focus includes college education planning, retirement income, personal retirement planning, education planning, and women and wealth. Stephanie holds a Bachelor’s degree from the University of Louisville and a Master of Business Administration (MBA) from the University of North Carolina System. She is also a Personal Investment Advisor (PIA). Committed to community involvement, Stephanie volunteers with the Girl Scouts of America. Outside of her professional role, she is a military spouse, mother of two, and participates actively in the fitness community through interests such as adventure sports, biking, dancing, hiking, rock climbing, running, scuba diving, swimming, and yoga.

Jonathan Parker is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients' individual financial goals. He leverages the investment insights of Merrill and the banking and lending services of Bank of America to provide comprehensive support tailored to clients’ changing market conditions. Jonathan holds a Bachelor's Degree from Auburn University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations, reflecting his commitment to the communities he serves.

Cameron Clark is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Cameron holds a Bachelor's Degree from Auburn University. Since graduating, Cameron has gained experience across a broad range of responsibilities within the Financial Services industry, including banking, loan origination, servicing 457b plans, and delivering personal finance seminars. His client focus areas include legacy planning, managing new wealth, socially responsible and values-based investing, ESG investing, and retirement income. Cameron’s approach emphasizes connecting all aspects of clients’ financial lives to help prioritize and pursue the goals that matter most to them. Outside of work, Cameron enjoys spending time with his wife and two boys. His personal interests include adventure sports, biking, cooking, music, reading, tennis, and following Auburn football. On weekends, he often engages in activities such as riding dirt bikes or playing guitar to blues, soul, and funk music.

Jacob Ray is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Montgomery, Alabama. He joined Merrill Lynch in 2013 following his graduation from Middle Georgia College with a bachelor's degree in Air Traffic Management. Jacob focuses on developing strategic financial advice tailored to individuals, families, and businesses, addressing their short- and long-term financial goals. His areas of expertise include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. Jacob holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jacob and his wife Catherine are active in their local community and church. They live in Montgomery with their children, Hanan and Virginia. Jacob maintains personal interests in cooking, football, music, reading, running, and traveling. He is also involved with several organizations including the Alabama Shakespeare Festival, First United Methodist Church, Montgomery Symphony Orchestra, and Saint James School.

William Beatrous is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized wealth management strategies tailored to their individual financial goals. William leverages the investment insights of Merrill and the banking services and lending solutions offered by Bank of America to provide comprehensive financial guidance. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William earned his High School Diploma from Montgomery Catholic Preparatory. Committed to community involvement, he dedicates time to volunteering with local organizations in alignment with Merrill's tradition of serving the communities it supports.