Joel Summerlin
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Joel Summerlin is a Senior Financial Advisor at Merrill Lynch Wealth Management in Tampa, Florida. He has been with Merrill Lynch since 1992 and holds the title of Senior Vice President and Portfolio Advisor. Joel brings over 30 years of experience in the financial services industry, specializing in providing clients with individualized investment guidance. He is a qualified Portfolio Advisor, offering recommendations on a range of strategies including Merrill and approved third-party investment managers’ funds and portfolios.
Joel earned a Bachelor of Science degree from the University of Alabama. His approach centers on understanding clients’ life priorities and collaborating to develop personalized financial plans tailored to their individual goals and aspirations. He emphasizes providing clients with clarity around investment opportunities and market conditions to support informed decision-making. Joel is committed to offering extensive resources and service to help clients achieve their personal and financial objectives.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Active portfolio management
Location
101 E Kennedy Blvd
Tampa, FL 33602
Most active in
Joel S has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill
1992 - Present (34 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Chris S
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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