Philip Mondeau

Mary Sanchez is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with her family members, including her mother, father, and uncle, focusing on serving divorced individuals, business owners, and highly compensated executives. The team operates out of South Florida, including Miami and Marco Island, as well as Wellesley, Massachusetts. The McKee Group, with over 70 years of combined experience, specializes in wealth management services that encompass retirement income planning, college education planning, wealth preservation, tax minimization strategies, risk management, and liability management. Mary and her team employ sophisticated modeling tools to develop financial strategies tailored to the creation, preservation, and transfer of wealth, emphasizing enduring client relationships and comprehensive personal assistance. Mary holds a Bachelor's Degree from Connecticut College and maintains the Personal Investment Advisor (PIA) designation. She is an active member of the Junior League of Miami and serves as Co-Chair of the Women Who Make A Difference fundraiser for the organization. Outside of her professional commitments, Mary enjoys biking, boating, golfing, racquetball, scuba diving, skiing, swimming, tennis, yoga, and spending time with her family.

David Katz is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He has held multiple positions within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Services Representative at Merrill Edge in 2020. David focuses on partnering with clients to understand their financial goals and priorities, aiming to create customized plans and investment strategies that align with their needs. His approach centers on helping clients achieve peace of mind by ensuring their assets support what is most important to them and their families. Outside of his professional work, David has interests in art, beach activities, gardening, hiking, music, and traveling.

Robert Rice is a Senior Resident Director and Wealth Management Advisor at Merrill, serving the Cape Cod and Islands office. He joined Merrill in 2004 and brings over 35 years of experience in sales, marketing, and business management. Robert holds a Bachelor's degree from Springfield College and holds the Personal Investment Advisor (PIA) designation. Robert's professional focus includes employee benefits planning, family wealth management strategies, personal retirement planning, and retirement income. He leads Rice and Associates with support from his business partner of more than 18 years, Debbie Gwizd, along with team member Alec Mcleod. Their team emphasizes developing personalized financial strategies tailored to individual client goals, providing clear and understandable advice, and leveraging over 50 years of combined industry experience with the resources of a global financial services firm. In addition to his work, Robert participates in community initiatives, including Habitat for Humanity, and has served as a member of the Board of Directors for Cape Cod Child Development. He lives in West Falmouth on Cape Cod with his wife, Kate.

Drew Frazee is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He has been with Fidelity for nearly 30 years, during which he has built lifetime relationships with clients and their families to create personalized wealth plans aimed at financial success across generations. His extensive experience at Fidelity includes roles such as Vice President, Financial Consultant from 2006 to 2017, Financial Consultant from 2001 to 2006, Retirement Inside Wholesaler from 1998 to 2001, and Retirement Investments Specialist from 1996 to 1998. Throughout his career, Drew has focused on applying his process, core business beliefs, and personal values to prioritize clients' interests. No specific details regarding his education, credentials, personal interests, or community involvement were provided.

Martin Stocklan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 45 years of experience in wealth advisory services, specializing in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Martin holds a Master of Business Administration from Harvard Business School and a Bachelor of Science in Business Administration with a focus on Finance from Babson College. He is a Personal Investment Advisor (PIA) and is involved with several professional organizations including AIPAC, Squashbusters, CAMERA, and Friends of the IDF. Outside of his professional work, Martin enjoys baseball, basketball, billiards, football, ice hockey, reading, spending time with his family, and tennis.