James Adams is the Senior Resident Director at Merrill Lynch Wealth Management. He has been a financial advisor with Merrill for the past 27 years, helping clients achieve their individualized financial goals. Based in the Augusta, GA area, James and his team coordinate the financial affairs of individuals across the United States. His areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, retirement income, and serving clients in sports and entertainment. James holds a Bachelor’s degree from the University of North Carolina System and a Master’s degree from the University of South Carolina System. He is also a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). James and his wife Claudia live in Aiken, South Carolina. Outside of work, he enjoys biking, boating, and golfing. He is also involved in the community as a board member of the United Way of the CSRA.

James Bradford is a Senior Financial Advisor specializing in personalized wealth management strategies at Merrill Lynch Wealth Management. He focuses on creating flexible financial plans tailored to clients' unique goals and changing market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. James holds a Bachelor's Degree from Augusta College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. His approach centers on working one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.

Brent Hardy is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and has over 15 years of experience in the financial services industry. Brent is a Portfolio Manager who manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Brent focuses on a select group of clients, assisting them with all aspects of their financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He collaborates with the team of Financial Advisors at VCH & Associates to design and implement customized wealth management strategies aimed at accumulating and preserving wealth while managing investment risk. He holds a Bachelor's Degree in Business Management from the University of North Carolina Greensboro and is a graduate of the U.S. Army Intelligence School. Brent also holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He relocated to Augusta, GA from Spartanburg, SC in 2013. Outside of his professional work, Brent's personal interests include golfing, hunting, and traveling.

David Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' long-term financial goals. His approach involves a thorough understanding of each client's complete financial picture and utilizes resources from Merrill and Bank of America to offer investment insights, banking convenience, and lending solutions. David's expertise encompasses college education planning, legacy planning, personal retirement planning, portfolio management, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income strategies. He leads a defined process that includes collaboration with specialists in portfolio development, liability management, and asset preservation to ensure a reliable lifetime retirement income stream. His team, VCH & Associates, focuses on understanding clients' current wealth and future objectives to use wealth effectively in achieving their goals. David holds a Bachelor's Degree from Clemson University and several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he spends time volunteering with community organizations and enjoys baseball, football, golfing, music, tennis, traveling, and spending time with his family.

Meredith Guedry is a Senior Financial Advisor at Merrill Lynch Wealth Management with fifteen years of experience in the financial industry. She works closely with affluent, multi-generational families and businesses, focusing on areas such as executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Meredith is committed to developing customized long-term financial strategies based on her clients' personal goals. Meredith grew up in Rock Hill, South Carolina, and attended the South Carolina Governor's School for the Arts and Humanities. She earned a Bachelor's Degree in Finance from the University of North Carolina. She holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Meredith is a legacy leadership member of the Women's Junior League of Augusta and a graduate of the Leadership Augusta Class of 2019 and Leadership North Augusta Class of 2017. She is also active in professional organizations such as the Daughters of the American Revolution, Augusta Chapter. Giving back to the Augusta community is an integral part of Meredith's practice. She is involved with organizations including Communities in Schools, Golden Harvest, Jessye Norman School of the Arts, Kids in the Kitchen, ReStart Augusta, Ronald McDonald House in Augusta, GA, and Turn Back the Block. Meredith lives in Martinez, GA with her husband Ryan and their two sons.