Scarlett Chapman

Russell Winthrop serves as an Associate Resident Director at Merrill, where he focuses on connecting clients with the people, plans, and processes that align with their individual financial objectives. In his role, he supports clients in addressing a variety of personal goals, including education funding, retirement planning, and managing potential health care costs. Russell holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from the University of North Carolina System. He emphasizes simplicity and transparency in wealth planning to help clients navigate investment complexities and work toward their long-term family goals.

Deneen Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on helping clients pursue their financial goals through customized plans tailored to personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Deneen holds a Bachelor's and a Master's degree from Appalachian State University and carries multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is active in her community, participating in organizations such as Circle of Giving, Greater Statesville Chamber of Commerce, North Iredell Raiders Capital Improvements Club, Performing Arts Live Iredell, and Statesville Woman's Club. In her personal time, Deneen enjoys cooking, football, hiking, reading, soccer, spending time with her family, and traveling.