Deb Meyer

Michael Sheppard is a Financial Solutions Advisor at Merrill Lynch Wealth Management, where he specializes in helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. He works one-on-one with clients to define their objectives and recommend portfolio strategies tailored to individual needs. Michael provides ongoing advice and guidance, adapting portfolios as clients’ situations evolve. He holds a Bachelor's Degree from Florida Gulf Coast University and a Master's Degree from the University of Florida. Michael has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise encompasses general investing, retirement planning, and managing competing financial priorities such as home buying, education funding, and healthcare preparation.

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.