Peyton Gentry
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Peyton Gentry is a Financial Advisor with the Payne & Mencias Group at Merrill, where he has been serving clients since 2020. He works with clients, often spanning multiple generations, to develop strategic plans for long-term wealth management. Peyton utilizes the resources of the Payne & Mencias Group, Bank of America, and collaborates with CPAs and attorneys to address the complex financial needs of his clients with accuracy and efficiency.
He earned a Bachelor's degree in Finance with a focus on Wealth Management from the Kelley School of Business at Indiana University, Bloomington. In 2021, Peyton obtained his CERTIFIED FINANCIAL PLANNER® certification and continues to emphasize ongoing education. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).
Residing in Jasper, Indiana, Peyton is actively involved in his community through various organizations including the Heart of Jasper, Young Professional Network of Southern Indiana, Mentors for Youth, Dubois County Community Foundation, and Jasper High School Girls Soccer, where he serves as a varsity assistant coach. He contributed over 300 volunteer hours in 2023. Peyton also maintains an active lifestyle and enjoys outdoor activities such as hunting and fishing.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General estate planning guidance
Charitable giving & philanthropy
Retirement income strategy
Tax strategies for small businesses
Demographic focus
Young Professionals
Mid-Career Professionals
Parents
Work history
BANK of AMERICA, N.A.
2020 - Present (6 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2020 - Present (6 years)
Jasper Engines and Transmissions
2020 - 2020 (1 year)
Bank of America Merrill Lynch
2019 - 2019 (1 year)
German American Bank
2018 - 2019 (1 year)
Indiana University
2016 - 2020 (4 years)
Office of Sorority and Fraternity Life
2016 - 2020 (4 years)
Krempp Lumber Company
2015 - 2017 (2 years)
Jasper High School
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Dillon S
CFP®, Series 66
Jasper, IN
Edward Jones
Andrea L
CFP®, Series 66
Jasper, IN
Edward Jones
Craig H
Series 66
Jasper, IN
Edward Jones
Lisa C
Series 63, Series 66
Velpen, IN
Champion Financial Inc.
Fred B
Series 63, Series 65
Jasper, IN
Capital Advisor Network
Zachary G
Series 63, Series 65
Jasper, IN
FIFTH THIRD SECURITIES, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")