Nancy Nelson

Jack Smithwick is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1986, he has worked closely with multiple generations of families primarily in Louisiana and nationwide, guiding them through their financial journeys to achieve positive outcomes. His advisory approach emphasizes personalized wealth management through thoughtful client engagement and collaboration with clients' other professional advisors. With a career spanning over 39 years, Jack specializes in areas including family wealth management strategies, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. He serves a diverse client base that includes active and retired family business owners, physicians, and their descendants. Jack is a founding member of Smithwick Day Bickham & Pratt, where he partners with fellow advisors to deliver tailored financial solutions. Jack holds a Bachelor’s degree in Finance from Louisiana State University and maintains the Personal Investment Advisor (PIA) designation. He is actively involved in the LSU Tiger Athletic Foundation and Loyola Prep College, reflecting his engagement in the local community. Jack resides in Shreveport with his wife, Emily, and their two children.

Terry Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies aligned with their long-term goals, utilizing Merrill's investment insights and Bank of America's banking and lending solutions. His practice emphasizes open and constructive communication to understand clients' financial objectives. Moore specializes in areas including college education planning, employee benefits planning, family wealth management, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, small business strategies, women and wealth, and sports and entertainment. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Northwestern State University of Louisiana and a Master's Degree from Centenary College of Louisiana. Moore is active in his community through involvement with organizations including the Biomedical Research Foundation of Northwest Louisiana, Christus Health Louisiana (Board of Directors), Louisiana State University Shreveport Foundation, and Northwestern State University Foundation. He is also a member of the Bossier Chamber of Commerce, Rotary Club of Shreveport, Shreveport Chamber of Commerce, and Volunteers of America.

Timothy Dumas is a Senior Financial Advisor with Merrill Lynch Wealth Management located in Sarasota, Florida. With more than 34 years in the financial services industry, he specializes in working with affluent individuals and families focusing on wealth growth, preservation, and distribution. His approach centers on developing integrated, multi-generational wealth plans tailored to clients' goals and circumstances, emphasizing personalized service, regular communication, and portfolio reviews. Tim began his career in 1988 at Prudential Securities, where he held various roles including financial advisor, trainer, and branch manager in multiple locations. He later managed offices for Legg Mason in Texas and served as branch manager for Morgan Keegan in Sarasota before joining Merrill Lynch Wealth Management in 2011. Tim holds a Bachelor’s degree in History from Louisiana Tech University and has pursued an MBA at Louisiana State University. He maintains several securities registrations and insurance licenses and holds the Personal Investment Advisor (PIA) designation. Residing in Sarasota, Florida, Tim is engaged in his community through service on non-profit boards and civic associations. Outside of his professional activities, he enjoys tennis, gardening, gourmet cooking, saltwater fishing, and spending time with family. He also returns to Louisiana to support LSU football.

Salvadore Miletello is a Wealth Management Advisor and Managing Director based in the Shreveport Complex, affiliated with Merrill Lynch Wealth Management. He began his career with Bank of America Merrill Lynch in 1992 after earning a bachelor's degree in accounting from the University of Louisiana at Monroe. In 2023, he received a Master of Science degree in Leadership & Human Resource Development from Louisiana State University. Sal holds several professional designations including Certified Financial Planner® (CFP®) since 1998, Certified Investment Management Analyst® (CIMA®) since 2001, as well as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With a focus on family wealth management strategies, legacy planning, philanthropic planning, and socially responsible investing including ESG, Sal collaborates closely with clients to develop personalized financial strategies aimed at achieving their long-term goals. He is a member of the Investments & Wealth Institute™ and supports community organizations such as the Northwest Louisiana Food Bank and Pilots for Patients, where he contributes as an instrument-rated pilot providing free medical transport flights. Alongside his wife Kendra, Sal co-founded FDDOC Winners’ Circle, Inc., an after-school tutoring nonprofit serving thousands of children, and they support multiple scholarships for higher education. Sal resides in Shreveport with his wife and their four children. Outside of his professional commitments, he enjoys traveling, boating, attending sporting events, dancing, and spending time with family. His volunteer service has been recognized with awards including the 2010 Angel Award® and the 2022 Champion of Hope honor from the Shreveport American Cancer Society.