Advisor at Merrill
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Amanda Rattleff is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized investment strategies tailored to their individual goals and priorities. Amanda provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen events. Additionally, she offers access to Bank of America services for banking and lending needs.
Amanda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Boothbay Region High School and has completed coursework at the University of Maine System, where she also obtained a bachelor's degree. Through her professional and educational background, Amanda is equipped to support clients in pursuing their financial objectives with ongoing advice and guidance.
Merrill lynch, Pierce, Fenner & Smith Incorporated
2022 - Present (4 years)
Brannen Bank
2019 - 2022 (3 years)
Insight Credit Union
2016 - 2019 (3 years)
Unemployed
2016 - 2016 (1 year)
Damariscotta Bank & Trust
2012 - 2016 (4 years)
CFP®, Series 66
Ocala, FL
Edward Jones
ChFC®, Series 66
Ocala, FL
Edward Jones
Series 63, Series 66
Ocala, FL
Edward Jones
Series 66
Ocala, FL
Edward Jones
Series 66
Ocala, FL
Edward Jones
Series 66
Ocala, FL
Merrill
David Haslam is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2011, he has worked with individuals, families, and businesses to create personalized financial strategies that align with their goals and risk tolerance. His expertise includes retirement planning, family wealth management, business financial strategies, tax minimization, and legacy planning. David employs a disciplined approach supported by Merrill's market research, technology, and specialized teams to help clients pursue their financial objectives. David holds a Bachelor's Degree in Business from St. Leo University and has 30 years of experience in business finance, management, and development. He is a Personal Investment Advisor (PIA) and focuses particularly on assisting those near or in retirement, as well as entrepreneurs and business owners seeking both short- and long-term financial strategies. David is committed to delivering service in a family office environment tailored to meet and exceed client expectations. Outside of his professional role, David participates in community activities, including volunteering with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often engaging in sporting events and outdoor activities throughout Florida.
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