Mike Morton

My clients are young families and professionals in their 30s-40s who have hit a wall when it comes to managing their finances. They have busy personal schedules, growing careers, and recently introduced financial complexity that’s too much to manage. Questions my clients have include: - How do I prioritize multiple financial goals? - I have some cash saved, but what should I do with it? - I don't understand my taxes, is there more I should be doing? - Should I be saving for my children’s education? - Will I be able to retire on time, and live comfortably once I get there? - I’m self-employed, how should I be planning for my future? - How should I handle my equity compensation? - Do I have enough insurance to protect my loved ones? - How does having a baby impact my financial situation?

Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management. He works with individuals seeking professional investment management and financial planning tailored to various stages of life. Clark holds a bachelor's degree in Economics and Computer Science from Providence College. He maintains Series 7, 63, and 65 FINRA registrations and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of his professional work, Clark enjoys fishing, football, hiking, and skiing.

Joanna Burzynska is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with individuals and families to assist them in navigating complex financial decisions through comprehensive wealth planning. Her approach centers on developing a thorough understanding of her clients' goals to create long-term plans that serve them and their families. Joanna has extensive experience in the financial services industry, having held various positions including Wealth Management Advisor at TIAA from 2018 to 2020, Vice President and Private Client Advisor at J.P. Morgan Chase from 2016 to 2018, and multiple roles at Fidelity Investments dating back to 2011. She holds a California Insurance License.

Mohamed Hamada is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, assisting clients in areas such as college education planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, and retirement income. Mohamed draws on investment insights from Merrill and lending solutions from Bank of America to help clients pursue their financial goals. He holds a Bachelor's Degree from Georgia Tech and has earned the professional designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Mohamed is fluent in English and French and is affiliated with the Georgia Tech Football Team. His professional approach emphasizes building and maintaining strong client relationships and providing accessible, knowledgeable guidance for significant financial decisions. Outside of his professional responsibilities, Mohamed is involved in community activities including Brookdale Hospice and The Stewpot Dallas, an organization focused on feeding the homeless. His personal interests include chess, fishing, and football.