Gina Costa

Mary Sanchez is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with her family members, including her mother, father, and uncle, focusing on serving divorced individuals, business owners, and highly compensated executives. The team operates out of South Florida, including Miami and Marco Island, as well as Wellesley, Massachusetts. The McKee Group, with over 70 years of combined experience, specializes in wealth management services that encompass retirement income planning, college education planning, wealth preservation, tax minimization strategies, risk management, and liability management. Mary and her team employ sophisticated modeling tools to develop financial strategies tailored to the creation, preservation, and transfer of wealth, emphasizing enduring client relationships and comprehensive personal assistance. Mary holds a Bachelor's Degree from Connecticut College and maintains the Personal Investment Advisor (PIA) designation. She is an active member of the Junior League of Miami and serves as Co-Chair of the Women Who Make A Difference fundraiser for the organization. Outside of her professional commitments, Mary enjoys biking, boating, golfing, racquetball, scuba diving, skiing, swimming, tennis, yoga, and spending time with her family.

Jill Spatola is a Wealth Management Advisor with over 25 years of experience in the financial services industry. She currently works with Merrill Lynch Wealth Management, focusing on providing consistent performance, personalized guidance, and strategic portfolio tracking. Jill acts as the quarterback for her clients' Wealth Management Plans, collaborating closely with clients' attorneys, CPAs, and Medicare specialists to ensure all aspects of their financial plans are aligned. Her areas of expertise include managing personal and corporate retirement plans, income planning, personal wealth analysis, corporate actions, and small to mid-size company retirement plans and employee education workshops. She serves as a financial advisor for the retirement planning needs of real estate professionals and works with clients on a range of services such as legacy planning, tax minimization, and retirement income. Jill graduated from the University of Massachusetts in 1996 and completed additional coursework through Bryant University. She holds multiple professional designations including Chartered Retirement Planning Counselor™ (CRPC), Chartered Financial Consultant® (ChFC), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jill is actively involved in her community, coaching for Girls on the Run, serving on the board for Animal Welfare of Charlotte County, and participating in organizations such as Women United of Charlotte County, Punta Gorda Chamber of Commerce, and Charlotte County Chamber of Commerce. She previously served on the Board of Directors for School on Wheels of Massachusetts for seven years.

Robert Rice is a Senior Resident Director and Wealth Management Advisor at Merrill, serving the Cape Cod and Islands office. He joined Merrill in 2004 and brings over 35 years of experience in sales, marketing, and business management. Robert holds a Bachelor's degree from Springfield College and holds the Personal Investment Advisor (PIA) designation. Robert's professional focus includes employee benefits planning, family wealth management strategies, personal retirement planning, and retirement income. He leads Rice and Associates with support from his business partner of more than 18 years, Debbie Gwizd, along with team member Alec Mcleod. Their team emphasizes developing personalized financial strategies tailored to individual client goals, providing clear and understandable advice, and leveraging over 50 years of combined industry experience with the resources of a global financial services firm. In addition to his work, Robert participates in community initiatives, including Habitat for Humanity, and has served as a member of the Board of Directors for Cape Cod Child Development. He lives in West Falmouth on Cape Cod with his wife, Kate.

Drew Frazee is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He has been with Fidelity for nearly 30 years, during which he has built lifetime relationships with clients and their families to create personalized wealth plans aimed at financial success across generations. His extensive experience at Fidelity includes roles such as Vice President, Financial Consultant from 2006 to 2017, Financial Consultant from 2001 to 2006, Retirement Inside Wholesaler from 1998 to 2001, and Retirement Investments Specialist from 1996 to 1998. Throughout his career, Drew has focused on applying his process, core business beliefs, and personal values to prioritize clients' interests. No specific details regarding his education, credentials, personal interests, or community involvement were provided.

Sonia DeMelo is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with advisors to address service and planning needs for clients. She focuses on understanding clients' family stories and financial situations to guide them through customized planning processes. Building strong relationships and providing a high level of customer service are central to her approach, serving as a resource and advocate for clients and their families. Her career at Fidelity Investments began in 2000, progressing from Service & Trading Representative to Sr. Relationship Manager before assuming her current role in 2017. Prior to joining Fidelity, she worked as a Collections Assistant Supervisor at BankBoston from 1997 to 2000. Outside of her professional responsibilities, Sonia's personal interests include spending time at the beach, engaging in family activities, and maintaining fitness.