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1401 MANATEE AVENUE WEST
Floor No. 07,
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Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President
First Vice President-Wealth Management
First Vice President
Reg Senior Client Associate
The Tutschulte/Polis/Jerome Group focuses on the Wealth Management needs of high net worth individuals and businesses. We stress a disciplined, long-term approach to investing and emphasize financial strategies in helping our clients determine their financial needs and risk tolerance.Charles T. Polis, CIMA® is a Senior Vice President-Wealth Management and Wealth Management Advisor. He joined Merrill Lynch in 1998 and holds the Certified Investment Management Analyst® designation. Mr. Polis is a graduate of the University of South Florida with a B.A. degree in Marketing, and Webster University with a Master of Business Administration. In addition, Charles earned a Certificate of Professional Development from the Wharton School at the University of Pennsylvania.Stephen T. Jerome, CFP® is a First Vice President-Wealth Management and Wealth Management Advisor. Mr. Jerome is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He joined The Tutschulte/Polis/Jerome Group in 2004. Mr. Jerome is a graduate of Samford University with a B.S. degree in Business Administration, and a concentration in Finance.Cindy L. Hall is an Analyst with the Tutschulte/Polis/Jerome Group. She started with the company in 2002 and has proudly worked with the team since 2010. Mrs. Hall is a graduate of Southern Illinois University with a B.S. degree in Communications.Sarah B. Jackson is a Registered Senior Client Associate and joined The Tutschulte/Polis/Jerome Group in 2007. She joined Merrill Lynch in 2006. Ms. Jackson earned an Associate of Arts degree from Manatee Community College and attended the University of South Florida.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants
Stephen Jerome is registered to do business in : AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY
Charles T. Polis is registered to do business in : AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY
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.
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.
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.