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200 CENTRAL AVESAINT PETERSBURG,
Wealth Management Advisor
First Vice President-Wealth Management
Reg Senior Client Associate
Charlie Osterholt is a Wealth Management Advisor, First Vice President-Wealth Management, and a Portfolio Manager in the Investment Advisory Program® program. Charlie joined Merrill Lynch in 1991 after graduating from the University of South Florida with a BA in Business Administration. Charlie is a life long native of St. Petersburg and currently serves on the Development Advisory Board for St. Petersburg Catholic High School. Charlie is a member of the Board of Directors of St. Anthony's Hospital. Charlie also serves on the finance committee for this organization. Charlie is a founding board member and officer for the Downtown Waterfront Parks Foundation. He is also an active member of the St. Petersburg Rotary Club.Patty Ann Hamblen is a Wealth Management Advisor, First Vice President-Wealth Management, and holds the Chartered Retirement Planning CounselorSM designation. Patty Ann adds over 26 years of industry experience to a BA from St. Bonaventure University and MBA from Loyola College. serves on the Board of Trustees of The Morean Arts Center of St. Petersburg. Patty Ann is a member of the Stuart Society of the Museum of Fine Arts and a past board member of the Morean Arts Center. She is an active fund raiser for her alumni association and past member of the Junior League. Bob Piplitz is a Wealth Management Advisor, First Vice President-Wealth Management, and holds the Certified Financial PlannerTM; certification awarded by the Certified Financial Planner Board of Standards Inc, and Chartered Retirement Planning CounselorSM designation. Bob graduated from Lehigh University with a BS in Computer Engineering and received his MBA from the State University of NY. Bob joined Merrill Lynch in 1995. Bob is currently a board member of the C.S. Lewis Society and an active member of the Kiwanis Club of St. Petersburg having chaired the board, finance, membership, and community service committees.
Our team is very fortunate to have the extensive knowledge of Lori Houlihan and Crystal Reid. Lori is responsible for the physical transition of client assets to our integrated wealth management system. Crystal is primarily responsible for the operation, monitoring, and coordination of our client's wealth management experience. Both Lori and Crystal are extremely knowledgeable at resolving complex administrative issues. Together they add over 40 years of industry experience to deliver a higher order of service to our clients.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM; and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Second Disclosure: Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Robert Piplitz is registered to do business in:AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, WA
Charles Osterholt is registered to do business in:AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, WA
Patty Ann Hamblen is registered to do business in:AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, WA, WV
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