Merrill Lynch Wealth Management - Ocala (FL)

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Bobby Detter Tyler was extremely helpful throughout the whole process! Not only was he knowledgeable and thorough, but his patience and ability to convey what was needed to me was amazing. I had many questions and work a full time job, as well as watch my young children, and he worked around my schedule and made himself available multiple times to work with me. Not only was this an amazing experience in a time we needed help, but I would recommend Tyler to all of my friends/family!

Will Wightman Jeff was great to work with and helped us get over every hurdle to get the loans approved that we needed. Highly recommend!

Stephen Ridiculous in getting an appointment. It was a hassle for my 93 yo father to join me. $4 million to invest so I went elsewhere. Your comments below Mr. Renzy are WRONG. Your telemarketer would not let me bring my father to join me for ANY appointment. THEN I got upset as I had a good reason for it. He wanted to learn and invest too and cannot drive. Ludicrous!!!

Shelly Luna Sarah Fargo was amazing at helping us navigate through our recent home purchase. She was very communicative and extremely knowledgeable about the loan process. Sarah helped make this the easiest home purchase we’ve made. We appreciate all of her efforts and partnering with PrimeSouth!

Deanna Lynne Debra was recommended by our tax consultant. This is probably one of the best suggestions we could have ever received. She and her team are very smart, great at explaining things that are new to us, and very clearly care about our current and future investments.

Tammy Lindsay Kirk and his team are readily available and respond to emails promptly. They are patient with all my questions even if they are repetitive ones!