Kenneth Clark

James Gomatos is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on delivering a comprehensive approach to wealth management that starts with understanding each client's unique needs and goals. He leverages the investment resources of Merrill Lynch and the banking services of Bank of America to address multiple aspects of clients' financial lives. James holds the designation of Senior Portfolio Advisor, allowing him to provide traditional advisory services as well as build and manage custom investment strategies. He utilizes a wide range of Merrill model portfolios and third-party investment options, and when managing clients' portfolios through the firm’s Investment Advisory Program, he may do so on a discretionary basis. His areas of client focus include Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, and Retirement Income. James earned a bachelor's degree from the University of Central Florida. He also holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional work, James’s personal interests include biking, golfing, and running.

David Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Central Florida area since 1985. He focuses on retirement and income planning strategies, helping clients construct investment portfolios aligned with their objectives, risk tolerance, and time horizon. David provides expertise in family wealth management, personal retirement planning, portfolio management, tax minimization, and retirement income. Throughout his career, David has collaborated closely with clients’ tax advisors and attorneys to promote the use of tax-efficient strategies and the implementation of appropriate estate plans. He has extensive experience in tax-exempt municipal bonds and other income-producing investments. David holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Moeller High School and attended Ohio State University and the University of Central Florida without obtaining a degree. Outside of his professional work, David enjoys fishing, football, and golfing. He is recognized as a "Diamond Knight" for his support of The University of Central Florida’s athletic and scholarship programs.