Kevin O'connor

Julia Georges is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on a range of financial topics including general investing, retirement planning, and saving for unexpected events, and connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Julia holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York System. She emphasizes a client-centered approach, taking time to learn what matters most to each individual and their family in order to create tailored financial strategies. Throughout the relationship, she offers ongoing advice and support as clients' needs evolve.

Samantha Jebbett is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been part of a team of four advisors since 2015. She specializes in financial planning aimed at helping clients achieve their financial goals throughout their careers and into retirement. Her approach focuses on addressing the complexities of investing with simplicity and transparency, tailoring personalized strategies that consider clients’ unique ambitions and priorities. Samantha’s areas of expertise include college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. She collaborates closely with CPAs and attorneys to provide seamless service to her clients. Samantha holds the Personal Investment Advisor (PIA) designation and earned her bachelor’s degree from Syracuse University. Originally from Rochester, NY, Samantha now resides in Fairmount, New York. Outside of her professional responsibilities, she enjoys hiking, rock climbing, cooking, reading, traveling, and spending time with her family.