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THREE SKIDAWAY VILLAGE SQSAVANNAH,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
Senior Vice President - Investments
Senior Vice President - Wealth Management
First Vice President-Wealth Management
First Vice President - Wealth Management
Sr Resident Dir - Wealth Mgmt
Reg Senior Client Associate
In 1994, Kelly Bouchillon and Emerson Ham formed the first Merrill Lynch Wealth Management team in Savannah. They set out to deliver a different caliber of client experience—one grounded in intensive customization, streamlined coordination, and unwavering focus on client well-being. Those same tenets continue to inspire the team as they advise multiple generations of client families. The team prides itself on being active problem-identifiers and problem-solvers. Relentless in their pursuit of client goals, they look to challenge the status quo, implementing strategies and tactics that are purposeful and precise. As a source for integrated wealth management, they help families capitalize on efficiencies and remedy gaps on both sides of their balance sheet. Clients look to them to simplify complex needs:- Pre- and post- retirement strategy- Cash flow analysis and planning- Tailored investment management- Estate planning services and trust administration- Access to lending through Bank of America, N.A.The team advises a number of executives with concentrated wealth, entrepreneurs with intersecting personal and professional finances, and retirees seeking greater direction for their financial lives. Whatever the path to wealth, the team helps clients and their family members make informed decisions in keeping with their vision and values. As trusted advisors, they identify steps to take—and not to take—during critical crossroads in a family’s financial life. When client priorities change, the team refines its strategies and offerings, keeping pace with evolving needs. Moreover, the team helps families discern and adopt best practices, relaying the experiences of an accomplished peer group. As Emerson Ham explains, “Clients not only benefit from our insights, but from families who have tackled these same challenges.” The end result, Melissa Bouchillon relates, is a robust synthesis of strategy and service: “We love what we do, and we take it very seriously. That commitment drives positive outcomes for the for the clients we serve."
Chloe DekleFirst Vice President-Wealth Management, Senior Consultant912firstname.lastname@example.orgChloe brings over 35 years of investment experience to the Bouchillon, Ham & Dekle Group as the first female financial consultant in the Savannah office of Merrill Lynch.Kelly Bouchillon, CFP®Senior Vice President-Wealth Management, Wealth Management Advisor912email@example.comKelly Bouchillon is a founder of the Bouchillon, Ham & Dekle Group within Merrill Lynch. Kelly has spent his entire career at Merrill Lynch, joining the firm in 1989. He spearheads a holistic approach that integrates the resources of his team—and the wider Merrill Lynch and Bank of America organizations—to develop tailored strategies for each client. He has particular depth in trust and estate planning services, portfolio design, and fixed income investing. His areas of focus also include tax-free bonds, conservative investment strategies, income-generating portfolios, trust design, and insurance. Kelly is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. O. Emerson Ham, III, CIMA®, CFP® Senior Vice President-Wealth Management, Wealth Management Advisor912-598-3808Emerson_Ham@ml.com Emerson Ham is a founder of the Bouchillon, Ham & Dekle Group. Emerson joined Merrill Lynch in 1991 and has spent his entire career with the firm. Within the team, Emerson is the lead investment strategist and portfolio designer. He uses a variety of tools including equities, fixed income, professional money managers,alternative investments, and mutual funds to create tailored portfolios that reflect each client’s objectives, risk tolerance, time horizons, and investment preferences. Emerson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. He also holds the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investment Management Consultants Association (IMCA) at the Wharton School. Melissa Bouchillon, CFP®Senior Resident Director,First Vice President-Wealth Management, Wealth Management Advisor912firstname.lastname@example.org Melissa Bouchillon is First Vice President-Wealth Management and Wealth Management Advisor with the Bouchillon, Ham & Dekle Group at Merrill Lynch. Melissa is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She begins each relationship by gaining a detailed understanding of each client’s circumstances, addressing multiple aspects of their financial lives including investments, cash flow, retirement strategy, concentrated stock strategy, stock options, annuities, trust and estate planning services, long-term care insurance and life insurance.Melissa has worked at Merrill Lynch since 2004. In addition to her role as a wealth advisor, she is Senior Resident Director of the Skidaway Island office. Prior to joining Merrill Lynch, she worked in education, with a focus on special-needs children. Melissa earned her undergraduate degree from the University of South Carolina and her graduate degree from the College of Charleston. Edward F. Ambrose IIIFinancial Advisor912email@example.comEdward joined the Bouchillon, Ham & Dekle Group in 2011 after previously spending ten years as a financial services policy advisor to multiple members of the United States Congress, as well as several major investment banks, private equity groups and private investment funds. Edward is a graduate of Allegheny College, where he received a B.A. in History, captained the men's varsity golf team and earned Academic All-American honors. He earned an M.B.A. in Finance from the Robert Smith School of Business at the University of Maryland. Edward serves on the board of directors for the Humane Society of Greater Savannah. He resides on Skidaway Island with his wife, Caroline.Lydia D. MooreFinancial Advisor912firstname.lastname@example.orgLydia Moore is a Financial Advisor with the Bouchillon, Ham & Dekle Group. Working in concert with her team members, Lydia designs detailed initiatives to pursue meaningful milestones for multiple generations of client families, as well as for individuals who have experienced a loss of a family member through death or divorce. Having joined Merrill Lynch is 2013, she grounds her work in detailed analysis and planning, developing practical frameworks to help clients steadily advance their interests. Lydia earned her B.S. in Management with Honors from Georgia Institute of Technology and serves on the board of the Savannah Science Seminar.The Bouchillon-Ham Team would not be complete without their four experienced Client Associates, who bring a wealth of administrative knowledge and organizational expertise to the practice. These ladies exemplify the team's core principle of client-centered service. Proactive in assessing clients' needs, they work in concert with the Financial Advisors to deliver a seamless experience.Melanie R. Kincade-Registered Senior Client AssociateJanna Vogler-Client AssociateCaroline Ambrose-Client AssociateCrystal Montoya-Client Associate*Some or all alternative investments may not be suitable for certain investors.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S. *Investment Management Consultants Association(IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialed requirements for investment management consultants.
Edward Ambrose is registered to do business in : CA, CO, DC, GA, MA, MD, NC, NJ, NY, PA, VA
Kelly L. Bouchillon Sr. is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
O. Emerson Ham III is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Melissa K. Bouchillon is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Lydia Moore is registered to do business in : FL, GA, NC, NJ, NY, SC, TX, VA
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