Robert Allan

Stephanie Jones is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in wealth management, asset preservation, and long-term wealth planning. Stephanie works with clients across diverse backgrounds, providing personalized, goal-based financial strategies, with particular attention to military families. Her client focus includes college education planning, retirement income, personal retirement planning, education planning, and women and wealth. Stephanie holds a Bachelor’s degree from the University of Louisville and a Master of Business Administration (MBA) from the University of North Carolina System. She is also a Personal Investment Advisor (PIA). Committed to community involvement, Stephanie volunteers with the Girl Scouts of America. Outside of her professional role, she is a military spouse, mother of two, and participates actively in the fitness community through interests such as adventure sports, biking, dancing, hiking, rock climbing, running, scuba diving, swimming, and yoga.

Jonathan Parker is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients' individual financial goals. He leverages the investment insights of Merrill and the banking and lending services of Bank of America to provide comprehensive support tailored to clients’ changing market conditions. Jonathan holds a Bachelor's Degree from Auburn University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations, reflecting his commitment to the communities he serves.

Cameron Clark is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Cameron holds a Bachelor's Degree from Auburn University. Since graduating, Cameron has gained experience across a broad range of responsibilities within the Financial Services industry, including banking, loan origination, servicing 457b plans, and delivering personal finance seminars. His client focus areas include legacy planning, managing new wealth, socially responsible and values-based investing, ESG investing, and retirement income. Cameron’s approach emphasizes connecting all aspects of clients’ financial lives to help prioritize and pursue the goals that matter most to them. Outside of work, Cameron enjoys spending time with his wife and two boys. His personal interests include adventure sports, biking, cooking, music, reading, tennis, and following Auburn football. On weekends, he often engages in activities such as riding dirt bikes or playing guitar to blues, soul, and funk music.