Merrill Lynch Wealth Management - Gainesville (FL)

Keith Jacoby Absolutely exceptional team and process! Above and beyond all expectations. Highly Recommended!!

Lauren Wootton Way more than advice… real strategy. Nick, Robin, David and the entire Proper Wealth team are outstanding! I’ve relied on Nick for years now for solid wealth strategies as well as business guidance. He and his team are always on-it for us, insightful and invested. I could not have built the company I did without them and wouldn’t trust anyone else with my growth. Highly recommended!

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Yemi O The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions. They are professional and genuinely care about their clients well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!

Sheldeen Saint Filus Miss boss lady got me right under three days, I’m so excited I found her, she is amazing and very soft spoken and never in a rush! I told my family about her and they all going to her this month! Thank you again to Millers!❤️

Carter Jacobs I have an advisor who works here and was transferred from the Boca office. He is incredible and has great attention to detail and asks all the appropriate questions to helping you sustain your wealth and retire more than comfortably. Incredible at planning meetings, following up, providing valuable information, and keeping you in touch with your finances and how they are progressing. I recommend utilizing this office as their team will help you create generational wealth.