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272 W HANCOCK AVEATHENS,
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Wealth Management Advisor
Managing Director- Investments
Managing Director - Wealth Management
Senior Financial Advisor
Senior Vice President - Wealth Management
Assistant Vice President
Reg Senior Client Associate
Registered Client Associate
Joseph Frierson Jr., Managing Director– Wealth Management; Wealth Management Advisor, A 50 year veteran of Merrill Lynch and founder of the Frierson Group, Joe focuses on providing financial and wealth management services with an emphasis on individual securities, long term investment strategies, and client services. Joe is an active alum of The University of Georgia and a former trustee of the University of Georgia Foundation. Joe enjoys playing tennis, cooking and visiting Italy with his wife, Ann.Joseph Frierson III, Senior Vice President – Wealth Management; Senior Financial Advisor, Joe III joined Merrill Lynch in 1994 and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies. Joe is a graduate of the University of North Carolina, where he met his wife, Lisa. Joe serves on the Board of Visitors, the Rams Club Board of Advisors and chairs the Carolina Tennis Circle. Joe and Lisa have 3 children-Lucy, Joseph IV and Jane.Keith Massey, Vice President; Senior Consultant, Keith joined the Merrill Lynch office in 1984. Keith serves as a Senior Consultant and advises clients on retirement planning and the residential and lending services offered through Bank of America. He is a graduate of Auburn University. Keith and his wife, Sandy have 3 children and 4 grandchildren.
Meg Parker, Vice President; Senior Financial Advisor, Meg joined the Merrill Lynch office in 2010 after 8 years with a local regional firm. She creates personal relationships with clients and takes the time to understand the needs of the client in order to provide extensive, goals-based wealth management strategies that encompass key areas of a client’s finances. She is a graduate of the University of Georgia’s Terry College of Business and she holds the Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Retirement Plans SpecialistSM (CRPS®) designations from the College for Financial Planning. Meg has two children, Maggie and William.Amanda Kimzey, Registered Senior Client Associate, Amanda joined Merrill Lynch in 1998 and has been a valuable asset to the Frierson Group ever since. Clients appreciate Amanda’s ability to effectively coordinate with their accountants and attorneys. She brings an unsurpassed level of dedication as she communicates and works directly with clients in account administration. Amanda is a University of Georgia graduate and she and her son Clayton are avid Bulldog fans.Angela Lankford, Registered Senior Client Associate, Angela joined Merrill Lynch in 1992 after graduating from the University of Georgia. Angela plays an instrumental role in the completion of day to day client account tasks. She oversees account administration and can access resources through Bank of America to help clients with personal banking needs. She is committed to excellent client service with integrity and a smile. Angela has boy/girl twins and speaks German fluently.Victoria Knowles, Registered Client Associate, Victoria joined Merrill Lynch in 2014. She attended the University of Georgia before entering the real estate business in Southern California. Her love for Athens’ horticulture, art and the music scene brought her back to the southeast. Victoria focuses on banking procedures and retirement distribution processes. She is devoted to providing a superior customer experience and is responsible for client concierge services.Team Mission StatementThe Frierson Group strives to be a clients most trusted and innovative advisor. By pursuing our vision of a completely client-centered advisory relationship, matched with first class client service, we believe we can set the standard for client achievement and satisfaction.We will work to understand your unique situation and partner with leading specialists at Merrill Lynch,in every field from wealth planning to economics to investment research. We will make calculated decisions predicated on your goals and risk tolerance. We will anticipate life events and their financial implications for you and your family.This time tested approach has guided our success in the past.And remains the foundation for our future.*CRPC®, Chartered Retirement Planning CounselorSM, CRPS® and Chartered Retirement Plans SpecialistSM are registered service marks of the College for Financial Planning. You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.
Meg Parker is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, KY, MA, MD, ME, MI, MO, MS, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
Joseph C. Frierson, Jr. is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, KY, MA, MD, ME, MI, MO, MS, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
Joseph C. Frierson, III is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, KY, MA, MD, ME, MI, MO, MS, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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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.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
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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.