Merrill Lynch Wealth Management - Winter Park (FL)

David Outstanding customer service. Great communication, well thought out advice. A real pleasure to work with

jabo Root Your site needs updating. No hours of operation posted on door and none on your site.

Terry Bruce No answer, kicks you over to voicemail, you listen to the greeting telling you they will call back, leave your info, and........."this mailbox is full, try later".......3 weeks, at least 10-15 attempts, always the mailbox full scam.

Helen Denise Cox I was so impressed at how quickly Brittany was able to assist me with my tax needs! She was knowledgeable and very informative. She explained things to where I could understand them! She helped put my mind at ease.

Rich Craig I felt very comfortable from the first conversation with Derek. He took his time and educated me, explaining the pros and cons of different strategies and products. He never rushed me and answered questions with precision. I cannot say enough good things about him.

Jan Aker The results speak for themselves, backed by the unequivocal dedication of her entire team. We as a family always feel she’s there , she listens , and goes the extra mile !

Lindsay Strand Mary and her team are true partners. I credit them with so much more than investing our money. They have done that well. But what sets them apart is their ability to help us make clear plans and then work the execution to achieve the goals. They are accessible, creative, willing to communicate with our accountant and other partners. You will be in good hands with this group.

Jaime Stafford Ive been a client with JD Bowen since 2016. I have full trust in this intimate group of advisors that have given me over and above customer service. They really care about their clients needs and what strategies would work best for them. Ive seen my money grow over the years and the taste of financial freedom is getting closer each day! Here is a photo of me and my mom at the ladies Valentines lunch they hosted one year.