Zachary Shave

Adam Bille is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he assists clients in strengthening their financial plans to help them achieve their financial goals. Prior to his current position, Adam held several roles at Fidelity Investments, including Investment Consultant from 2015 to 2016, Financial Representative from 2014 to 2015, and Full Trader from 2013 to 2014. His professional experience is centered around financial consulting and investment services. Adam's personal values include compassion, integrity, and trust.

Scott Eccker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill in 1980, he has provided financial guidance to attorneys, physicians, business executives, and entrepreneurs. His expertise includes financial strategies, retirement income planning services, and liability management. Scott is also a specially qualified Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis that may involve individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Scott holds a Bachelor's degree with a concentration in Economics and Finance from the University of Michigan’s Stephen M. Ross School of Business. He carries the Personal Investment Advisor (PIA) designation. Over his career, he has developed long-term client relationships, some spanning more than three decades, and serves multiple generations of families. He was named to the 2023 Forbes “Best in State Wealth Management Teams” list as part of the Eccker Bujdos Andrews Group.

Matthew Saum is a Resident Director at Merrill, where he leads a team dedicated to assisting clients and their families in resolving complex financial challenges. His approach emphasizes a comprehensive understanding of clients' financial situations to develop personalized wealth management strategies. Matthew's expertise encompasses executive compensation, family wealth management, managing new wealth, individual and corporate investment strategies, tax minimization, and retirement income planning. Before joining Merrill Lynch Wealth Management, Matthew gained extensive experience on the institutional side of finance, working with firms such as Morgan Stanley and Telsey Advisory Group. At Merrill, he achieved the qualification of Senior Portfolio Advisor, allowing him to create customized managed investment strategies and discretionary portfolio management tailored to his clients' objectives. His practice primarily serves legal and financial professionals, helping them navigate financial markets with investment planning, lending access through Bank of America, and tax-efficient portfolio strategies. Originally from South Florida, Matthew earned a Bachelor of Business Administration in Accounting from Florida Atlantic University, where he was a member of the Trading and Investment Club. He currently resides in South Florida and pursues personal interests including adventure sports, camping, fishing, hunting, ice hockey, skiing, and traveling.

Adam Taylor is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads, coaches, and inspires a team of financial professionals to deliver an exceptional client experience. Adam has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Director of Field Training, Financial Consultant, Investment Consultant, and Financial Representative. His experience spans leadership, training, and client advisory functions within the firm.

Vincent Freudenberger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas such as college education planning, women and wealth, and retirement income. Vincent holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Framingham State College.

Peter Kelly is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to understand their goals and create personalized wealth management strategies that reflect what matters most to them. His approach includes providing investment guidance and access to Merrill's portfolio management resources, as well as leveraging the products and services offered by Bank of America to address clients' entire balance sheets. Peter has over 20 years of experience in the financial industry, having worked with firms such as Wachovia Securities, AIG Securities Lending, and Charles Schwab in various roles including Repo Trading Product Supervisor, Securities Lending Trader, Institutional Fixed Income Sales, Regional Bond Specialist, and Financial Consultant. His areas of expertise include employee benefits planning, family wealth management strategies, institutional investment consulting, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Originally from Huntington, New York, Peter grew up in Manhasset, New York and earned a Bachelor of Science degree in Business Administration from the University of Richmond. He holds the Personal Investment Advisor (PIA) designation and is associated with Merrill Lynch Wealth Management. Peter moved to Florida in 2010 and currently resides in Vero Beach. He has three children and enjoys golfing, snow skiing, and spending time at the beach.