Gretchen Jones is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in the financial services industry since 1997. She has been part of the Beck Ervin Grant Group since 2006 and transitioned to her current advisory role in 2017. In this capacity, Gretchen assists clients in building personalized wealth management strategies, focusing on comprehensive approaches that address individual needs through informed decision-making. Her areas of expertise include family wealth management strategies, LGBT wealth planning, and women and wealth. Gretchen holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from Florida State University. Outside of her professional role, she is involved with community organizations such as the Southern Shakespeare Company and the Young Actors Theatre. Gretchen enjoys music, reading, traveling, spending time with her family, and watching movies.

Robert Dick is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1990. He works with high net worth individuals, including business owners, foundations, and institutions, focusing on comprehensive financial guidance. Robert provides services that include college education planning, divorce transition planning, family wealth management strategies, retirement income, and socially responsible investing, among others. He emphasizes a hands-on approach to assist clients with various aspects of their financial lives and offers total planning perspectives for individuals, small business owners, and corporations. With over 30 years of experience, Robert has played a significant role in mentoring financial advisors within Merrill Lynch since 2007. He holds a Bachelor of Science in Marketing and a Master of Business Administration from Barry University in Miami, Florida. His professional credentials include Series 7, 9, 10, 31, 63, and 66 FINRA registrations, along with Life and Variable Annuity licenses. He has also earned designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert is active in the Tallahassee community, volunteering and serving on the boards of organizations including Boys Town of North Florida, Big Bend Hospice, and Tallahassee Ballet. Outside of his professional and community commitments, he enjoys football, golfing, running, swimming, and spending time with his family.

Michael Grant is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides a variety of investment services including wealth management strategies, investment manager selection, and portfolio performance tracking and guidance. He focuses on family wealth management strategies, liquidity management, personal retirement planning, and retirement income. With over 20 years of experience as a financial advisor, Michael works to address the financial affairs of families in his area, helping clients with estate planning issues and collaborating with their advisers to develop estate plans. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Michael is a graduate of Florida State University and resides in Tallahassee. In his personal time, he enjoys golfing, spending time with his family, and traveling.

Lara Finebloom is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the DWFDA Wealth Management Group. She works with high-net-worth individuals and families to develop tailored financial strategies, providing access to banking solutions from Bank of America. In her role, Lara offers personalized guidance on a range of financial challenges and opportunities, supported by an experienced team. She prioritizes client relationships and measures success through clients’ achievement of their financial goals and satisfaction with her service. With twenty-nine years of experience in the financial industry, Lara holds the titles of Senior Vice President, Senior Financial Advisor, and Chartered Retirement Planning Counselor™ (CRPC). She maintains Series 7, Series 63, and Series 66 FINRA registrations and has gained expertise across lending, banking, management, operations, and investments during her career at Bank of America and Merrill. Lara’s areas of focus include legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income strategies. She was named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list. Lara earned her bachelor’s degree from Florida State University, where she moved in 1993 and later decided to make Tallahassee her home. She and her husband, Elliott Finebloom, who is also a Florida State University graduate, were married in 2015 in St. Petersburg, Florida. Outside of her professional work, Lara enjoys cooking, music, spending time with family, and swimming.

Mark Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial advising with Merrill Lynch in 1998 after earning bachelor's degrees in Finance and Marketing from Florida State University. Mark holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. He maintains Series 7 and Series 66 FINRA registrations and holds Life, Health, Variable Annuity, and Long Term Care licenses. In his role as a specially qualified Senior Portfolio Advisor, Mark provides traditional financial advice and guidance while leveraging his experience to develop and manage custom investment strategies. He works with a broad range of Merrill portfolios and third-party investment options, and may manage strategies on a discretionary basis through the firm's Investment Advisory Program. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Mark and his wife, Marie, have three daughters and enjoy spending time outdoors hiking and camping. They are active members and volunteers in local charities and organizations, including the Tallahassee Symphony Orchestra, Habitat for Humanity, Hawks Rise Elementary, and Wildwood Church. Mark also enjoys playing tennis, racquetball, golf, and fishing.