William Goodhue is a Financial Advisor with Merrill Lynch Wealth Management, bringing over eight years of experience in the financial industry. He focuses on creating personalized wealth management strategies that align with clients' unique goals and evolving market conditions. His areas of expertise include education planning, family wealth management, services for endowments, foundations, and non-profits, international wealth management, liquidity management, retirement planning, portfolio management, and tax minimization. William holds a High School Diploma from Frederica Academy and attended Auburn University. He is actively involved in his local community, supporting various events and volunteering. Outside of his professional work, he enjoys adventure sports, camping, cooking, golfing, music, and spending time with his family. His approach centers on understanding what matters most to clients and helping them pursue their financial objectives through clear and practical advice.

Deborah Rice is the Associate Resident Director at Merrill, where she has served as a Financial Advisor since 2011. In her role, she emphasizes a client-centered approach, focusing on family wealth management strategies, retirement income, and women and wealth. Deborah works closely with individuals, families, and small business owners to develop personalized financial plans that align with their goals, risk tolerance, and investment objectives. She regularly conducts detailed reviews to ensure that clients’ strategies remain aligned with their evolving financial circumstances. Prior to joining Merrill, Deborah had a 20-year career in small business retail and the telecommunications industry. She holds the Personal Investment Advisor (PIA) designation and attended Georgia Southern University, as well as Green Run High School. Deborah is active in the St. Simons community and participates in local organizations including the United Way of Coastal Georgia. She resides in St. Simons Island with her husband, David, a Senior Financial Advisor at Merrill, and their daughter. Outside of work, Deborah enjoys football, genealogy, hiking, traveling, and spending time with her family.

Philip Watson is a Vice President and Financial Consultant at Fidelity Investments. He has held this role since 2015, demonstrating a long-term commitment to providing financial planning and guidance. Prior to this position, he served as a Financial Consultant at Fidelity Investments from 2010 to 2015. With over 30 years of experience, Philip's career includes roles such as Relationship Officer at Fidelity Investments; Strategic Adviser at Strategic Advisers; Senior Investment Education Consultant at Fidelity Investments; Investment Officer at SunTrust Securities, Inc.; Investment Consultant at Barnett Investments and NationsBanc Investments; and Insurance Representative at O.H. Whittle and Company, Inc. He holds an Arkansas Insurance License, supporting his expertise in insurance-related financial matters. Philip emphasizes inclusive planning and relationship-driven outcomes, supported by his team to deliver exceptional service to clients and their families.

David Rice is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1987 and joined Merrill Lynch in 1990. With a background that includes 18 years in the railroad industry, David develops strategies and recommendations aimed at helping clients achieve goals related to wealth accumulation, asset preservation, and asset transfer. David holds a bachelor's degree in Economics from Temple University in Philadelphia, Pennsylvania. He has been an active member of the Golden Isles community for over 30 years, serving in various leadership roles such as Chairman of Glynn County Animal Control Services, member of the Glynn County Airport Commission, participant with Golden Isles Hospice, and President of the Brunswick Kiwanis Club. David resides in St. Simons Island with his wife, Deborah.

James Coleman is a Financial Advisor with Merrill Lynch Wealth Management based on Saint Simons Island, where he has lived his entire life. He focuses on helping clients pursue their financial goals by developing personalized strategies that take into account their unique ambitions and priorities. His approach involves building trust and fostering open communication to empower clients in making informed financial decisions. James's expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to analyze market trends, assess risks, and recommend solutions that align with their short and long-term objectives. He holds a Bachelor's Degree from the University of Georgia and the professional designation of Personal Investment Advisor (PIA). Outside of work, James enjoys baseball, basketball, biking, boating, fishing, football, golfing, skiing, table tennis, and spending time with his family.

Maureen Hulbert is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2017 after spending 20 years at Ayco Company, L.P., a Goldman Sachs company, where she served as a wealth management advisor for half of her tenure. Maureen provides customized financial strategies by understanding her clients' life priorities and their unique situations, aspirations, and attitudes toward wealth. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the CFP Board and a Bachelor of Science degree in Finance from Siena College. Maureen enjoys spending time outdoors, particularly near the ocean, and regularly vacationing with her family in Cape Cod and Maine.

Mark Lehrkamp is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry for more than 26 years and joined Merrill Lynch in 2016. Mark specializes in developing personalized and disciplined financial strategies tailored to the priorities of individuals and families. Prior to his current role, Mark worked in a trust department managing investment portfolios, where he gained experience with complex trusts, agency accounts, individual retirement accounts, institutional investments, and alternative investment strategies. He holds a Bachelor of Science degree in General Business from Concordia University, Wisconsin, as well as Series 7 and 66 FINRA registrations and Life, Health, Accident, and Variable Insurance Licenses. Mark is involved in his community as an ambassador for the Brunswick Golden Isles Chamber of Commerce and is a member of the Exchange Club of Brunswick. He resides in St. Simons Island, Georgia, with his wife and three children, and spends his spare time attending sporting events and fundraisers supporting Glynn County schools, as well as enjoying boating and outdoor activities with his family.