Kelly Windham

Stanley Peterson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' unique financial goals and life priorities, drawing on investment insights from Merrill and the lending solutions of Bank of America. His client focus areas include legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Mr. Peterson holds a Bachelor's Degree from Samford University and has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in his community through volunteer work with the American Red Cross. Outside of his professional responsibilities, Stanley enjoys antiquing, baseball, boating, dancing, football, golfing, music, spending time with his family, and traveling.

James Sapp is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1994 and has since accumulated over 28 years of experience helping families and small businesses grow and preserve their assets. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and philanthropic planning, among other areas. James holds a bachelor's degree in finance from Florida State University, earned in 1993, and obtained the CERTIFIED FINANCIAL PLANNER® (CFP) designation in 2005. Over the course of his career, he has worked with Merrill Lynch Wealth Management, Wells Fargo Advisors, and currently serves at Merrill Lynch Wealth Management again since 2020. He is also a Personal Investment Advisor (PIA). Outside of his professional work, James is a member of the First Baptist Church of Chipley. He values community involvement and dedicates time to volunteering with local organizations. His personal interests include basketball, cooking, golfing, swimming, and traveling. James lives with his wife Jennifer and their three children.

Brandon Parsons is the Senior Resident Director at Merrill Lynch Wealth Management's Dothan office. In this role, he draws on extensive experience in financial services, having worked with small business owners and their families on business life insurance planning, estate planning services, and employer-sponsored retirement plans. Since beginning his career in 2003, Brandon has leveraged the firm's resources and strategic partnerships to deliver tailored wealth management and retirement planning strategies. He holds the Chartered Life Underwriter (CLU) and Personal Investment Advisor (PIA) designations, as well as an Accredited Certificate from The American College. Brandon earned his bachelor's degree from Auburn University. A native of Dothan, he balances his professional commitments with involvement in the local community, serving on the boards of the Dothan Area Chamber of Commerce and Live at the Opera, Inc., a nonprofit concert promotion organization. Outside of work, Brandon enjoys cooking, music, pickleball, and traveling.