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272 W HANCOCK AVEATHENS,
Senior Financial Advisor
Senior Vice President - Investments
Senior Vice President-Wealth Management
Sr Resident Dir - Wealth Mgmt
First Vice President- Investments
Analyst Relationship Management
Reg Senior Client Associate
Brooks Arnold, Senior Financial Advisor; Senior Vice President - Wealth ManagementBrooks joined the Palm Beach office of Merrill Lynch in 1976. He and his wife, Kim, moved to Athens in 1981. A graduate of Emory University, Brooks focuses on providing financial and wealth management services with an emphasis on individual securities, long term investment strategies and value added client services. Benjamin R. Roberts, III, Senior Financial Advisor; Vice PresidentBenjamin joined the Merrill Lynch office in 1983. Ben concentrates on developing and monitoring asset allocation models, alternative investments* and overall portfolio strategies including the selection of portfolio managers. A graduate of the University of Georgia, he has an MBA in Finance.J. Gary Hudson, CFP®, Wealth Management Advisor; Senior Vice President - Wealth ManagementGary, a Wealth Management Advisor, joined Merrill Lynch in 1993 and has been Resident Director of the Athens office since 2002. A graduate of Valdosta State University, Gary is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.*** Gary focuses on wealth management and the financial strategies that it entails. This includes Insurance, Lending & Estate Planning services.
Matthew Currie, Financial AdvisorMatt joined the Merrill Lynch office in 2013 after 10 years working primarily for non-profit organizations. A graduate of the Terry College of Business at the University of Georgia, Matt focuses on understanding the unique financial needs of clients and leveraging the vast resources of Merrill Lynch and of our team to meet those needs with customized wealth management strategies. Ted Schaefer, CRPC® Investment AssociateTed re-joined Merrill Lynch in 2006 after 3 years spent in the field of education. Ted holds the Chartered Retirement Planning Counselor(SM) designation.**** He concentrates on servicing retirement plans and participants, organizing personal lending strategies and working with the team to implement personalized wealth management recommendations for our clients. A graduate of Vanderbilt University, Ted and his wife Molly live in Athens.Jodi Caputi, Registered Senior Client AssociateJodi joined Merrill Lynch in 1992. She has been working in the financial services industry since 1986 and is fully registered with the SEC and FINRA. Jodi brings with her an unsurpassed level of dedication as she deals directly with clients in account structuring, loan applications, lines of credit, service features, and lending issues.Ruth Lazarski, Client AssociateRuth joined the Merrill Lynch team in 2013 having come from Bank of America where she worked as a personal banker. Ruth has been in the financial industry for 24 years and has intimate knowledge of all aspects of banking procedures and retirement distribution processes. She is committed to unifying these two lines of businesses for our clients.*Some or all alternative investments may not be suitable for all investors.***Asset allocation does not ensure profit or protect against loss in declining markets.*****Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.*******Chartered Retirement Planning Counselor(SM) and CRPC® are registered service marks of the College for Financial Planning.****
Benjamin Roberts is registered to do business in : AK, AL, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WI
F. Brooks Arnold is registered to do business in : AK, AL, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WI
J. Gary Hudson is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Matthew Currie is registered to do business in : CA, FL, GA, HI, SC
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.