Toni Anderson

Jason Lail serves as an Associate Resident Director at Merrill Lynch Wealth Management. In this role, he works closely with families to identify their financial goals, strategically allocate assets, and monitor progress toward achieving those objectives over time. His approach centers on creating personalized plans that address retirement planning, retirement income, and family wealth management strategies. Jason brings extensive experience to his practice, having been in the financial services industry since 1999. Prior to joining Merrill Lynch Wealth Management in 2009, he spent nine years with another Wall Street firm. He holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason earned a bachelor's degree from the University of North Carolina at Chapel Hill. Outside of his professional work, Jason dedicates time to volunteering as a youth athletics coach and is active in his church. He resides in Granite Falls, North Carolina, with his wife Jennifer and their two sons. His personal interests include adventure sports, baseball, cooking, football, golfing, hunting, running, and traveling.

Jeffery Franklin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in Family Wealth Management Strategies, Personal Retirement Planning, Small Business Strategies, and Retirement Income. He works with clients, families, and businesses to develop personalized financial strategies tailored to their long-term goals. Jeffery holds a Bachelor's Degree from Western Carolina University and an MBA from Lenoir-Rhyne University. He carries the Professional Investment Advisor (PIA) designation. His approach involves providing detailed analysis and appropriate solutions while nurturing long-term relationships to help clients navigate key financial moments. Outside of his professional role, Jeffery is involved in community organizations such as Samaritan's Purse - Helene Recovery and Speedway Children's Charities. He enjoys fishing, hunting, pickleball, spending time with his family, maintaining classic Ford vehicles, and attending car shows.