Deneen Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on helping clients pursue their financial goals through customized plans tailored to personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Deneen holds a Bachelor's and a Master's degree from Appalachian State University and carries multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is active in her community, participating in organizations such as Circle of Giving, Greater Statesville Chamber of Commerce, North Iredell Raiders Capital Improvements Club, Performing Arts Live Iredell, and Statesville Woman's Club. In her personal time, Deneen enjoys cooking, football, hiking, reading, soccer, spending time with her family, and traveling.

Samuel Reavis is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized financial plans and strategies tailored to their unique goals. Samuel focuses on helping clients grow and protect their wealth with clarity and confidence, offering guidance that addresses a wide range of financial priorities including retirement planning, wealth management, tax minimization, and philanthropic planning. With expertise in corporate executive services, liquidity management, managing new wealth, and small business strategies, Samuel approaches each client relationship with attention to detail and a commitment to finding clear, strategic solutions. He emphasizes building lasting relationships based on trust, transparency, and a thorough understanding of what matters most to his clients. Samuel holds a Bachelor's Degree from the University of South Carolina and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys golfing, spending time with his family, watching movies, and attending live sporting events including football, basketball, and golf tournaments.

Scarlett Chapman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in addressing complex financial needs for business owners, executives, families, and individuals. Her advisory approach focuses on creating personalized strategies that align with clients' unique ambitions and priorities, encompassing areas such as education planning, family wealth management, retirement income, tax minimization, and investment strategy for both individuals and corporate clients. Ms. Chapman holds a Bachelor's Degree from the University of Mississippi and maintains the Personal Investment Advisor (PIA) designation. She engages with her community through roles including Power Cross Board Member, participation in the Professional Advisory Council to Iredell Health Foundation, and membership in the Rotary Club of Greater Statesville. Outside of her professional work, she enjoys cooking, gardening, golfing, horseback riding, interior decorating, music, reading, singing, spending time with family, and watching movies.