Salvadore Miletello

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.