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THREE SKIDAWAY VILLAGE SQSAVANNAH,
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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
Kelly L. Bouchillon, Sr., CFP®-Senior Vice President-Wealth Management, Wealth Management AdvisorKelly has more than 26 years of experience providing financial advice and wealth management services. He holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Boards of Standards, Inc. Kelly spends a great deal of his time reviewing fixed income investments for our clients. He also provides estate planning services, working closely with families and their other key advisors to ensure all areas of their financial lives are working together.O. Emerson Ham III, CIMA® , CFP® -Senior Vice President-Wealth Management, Wealth Management AdvisorEmerson has been with Merrill Lynch for over 24 years working as a financial advisor to high net worth families. He holds the Certified Investment Management Analyst® (CIMA®) designation and the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Emerson’s main focus is in developing investment strategies for the team. He uses a variety of tools including equities, fixed income, professional money managers, mutual funds and alternative investments to create personalized portfolio strategies that give our families the best opportunity of meeting their goals.*Some or all alternative investments may not be suitable for all investors.
Chloe Dekle, First Vice President-Wealth Management, Senior ConsultantChloe Brings over 35 years of investment experience to the Bouchillon, Ham & Dekle Group. As the first female financial consultant hired in the Savannah office of Merrill Lynch, she has provided successive generations of families with their planning and invesment needs. Chloe is a lifelong resident of Savannah where she attended Saint Vincent's Academy for Girls and received distinction as class valedictorian. She went on to earn a Master's Degree from the University of Georgia.Melissa Bouchillon, CFP®-Wealth Management Advisor, First Vice President-Wealth Management, Senior Resident Director-Wealth ManagementMelissa is the Skidaway Island Office's Senior Resident Director. She has worked with The Bouchillon, Ham & Dekle Group at Merrill Lynch for over 11 years. She holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Melissa is the team's goals based planner, working closely with families to help them establish their financial goals and develop long term strategies to help accomplish these objectives. Melissa meets extensively with our families to measure progress and ensure they remain on track with their financial strategy.Edward F. Ambrose III-Financial AdvisorEdward 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 DePue Moore-Financial AdvisorLydia DePue Moore joined the Bouchillon, Ham & Dekle Group at Merrill Lynch as a Client Associate in late August 2013 and is currently a Financial Advisor on the team. Lydia graduated with a business degree from Georgia Institute of Technology and is from Savannah. She is very involved in Savannah’s running, triathlon, and healthy living community and can usually be seen running around town or at local races when not working.Rosalyn C. Denmark-Registered Senior Client AssociateRoz has been with Merrill Lynch for 36 years and has worked with The Bouchillon, Ham & Dekle Group since the beginning. She is a senior client associate and is able to enter client’s security orders. Her duties include servicing our team’s high net-worth clients. She has years of experience in client service and knowledge of Merrill Lynch’s systems to help resolve client’s needs or concerns.Melanie R. Kincade-Registered Senior Client AssociateMelanie has worked with the Bouchillon, Ham & Dekle Group at Merrill Lynch for 9 years. She is a senior client associate and is able to enter client’s security orders. She has worked in the industry since 2000 and brings with her a wealth of knowledge. Melanie is responsible for the coordination and implementation of our overall client experience. Her role on the team is to enhance our client’s experience with Merrill Lynch through direct, proactive client contact. Melanie uses her in-depth knowledge and experience to train other client associates throughout the Southeast Coastal Region.Janna Vogler-Client AssociateJanna has been with Merrill Lynch for 12 years as a Client Associate and Resident Director’s Assistant. She has been with The Bouchillon, Ham & Dekle Group since 2010. She is responsible for client account administration and service. She works closely with clients and Financial Advisors to make sure the clients’ needs are being met in a thorough and timely manner.Caroline Ambrose-Client AssociateCaroline brings more than 3 years of experience in the financial services industry to the Bouchillon, Ham & Dekle Group, having joined the team in 2016. Caroline serves as the assistant to the Resident Director and also provides superior service to our clientele. Prior to coming to Savannah, Caroline handled healthcare policy for multiple members of the US Congress. She graduated with a B.A. in Communications from George Washington University. In her spare time she enjoys playing tennis and spending time with her husband Eddie and their cats Murphy and Molly. Crystal Montoya-Client AssociateCrystal began her career in the financial services industry in 2013 and joined our group in 2016. In her role, Crystal is responsible for all areas of client service, including statements, account activity, checks, tax information and much more. Crystal is originally from Salt Lake City, Utah and has made the beautiful Savannah, GA area her home. Her hobbies include traveling, spending time with family and friends and chasing around her American Mastiff, Leo.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ 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 credentialing 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, 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, 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, HI, 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, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Lydia Moore is registered to do business in : GA
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