Merrill Lynch Wealth Management - Sarasota (FL)

John Cooke Outstanding staff. Very knowledgeable and professional.

Mike Lehman Jay is not only my financial advisor, but he also works with my mother. Both she and I are extremely satisfied with his management of our portfolios.

Chris Sutherland Our family came to Sunrise Wealth Advisors a few years ago because we wanted to be certain we were doing everything possible to make the most out of our (eventual) retirement. Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in. He has taken everything weve ever talked about into account and made absolutely amazing investment decisions for us ... our portfolio has absolutely blossomed! The entire team has been welcoming and helpful to an unparalleled degree. We couldnt be more pleased with having chosen Sunrise Wealth Advisors for planning our future!

Tameika Ingram Fort Pierce location is the best very friendly service and Laurie is the best that’s my girl thanks for treating me like a valuable customer see you guys soon and Merry Christmas from my family to your

Nancy Moral I love my bank! The staff are the best and very professional, but with a personal touch. Being local is a big plus for security, and I feel they are always careful and thorough!

American Dude The big firm broker on Sanibel...great guy.

Kimberly Miller Had a very embarrassing situation with my elderly father in law at the Bartow branch. Not going to get into details, but the level of dignity and patience the staff and cleaning staff handled the situation with was absolutely amazing. Both myself and father in law have been banking with Wells Fargo for many years and I dont ever want to bank with anyone else because of how helpful everyone was. I feel bad that I didnt get the tellers name in my panic, but your staff is amazing. Thank you for being amazing people.