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- phone 850.434.7022
- address815 South Palafox StreetPensacola,FL32502
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Merrill Lynch
Wealth Management
Accessible, knowledgeable and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
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- About Us
- Recognition
- Meet the Team
- Staying on Track
- Articles
- Why Merrill
- Contact Us
- Welcome
- Philosophy
- Capabilities
Welcome
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement apersonalized planintended to helpyou and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Philosophy
We believe the best financialapproach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to developan approachdesigned to help address your financial needs.
Capabilities
Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you’re paying for and what you’re getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays on track in pursuing your goals and to adjust your approach as needed for the journey ahead.
- Welcome
- Philosophy
- Capabilities
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Margie Moore
Forbes “Best-in-State Wealth Management Teams”2023-2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes "America's Top Women Wealth Advisors"2020-2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.
Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.
Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
Forbes "Best-in-State Wealth Advisors"2018 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Mary Catherine Harper
Forbes “Best-in-State Wealth Management Teams”2023-2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Meet Our Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Margie Moore,
Managing Director
Wealth Management Advisor
850.434.7022
Mary Catherine Harper,
First Vice President
Wealth Management Advisor
850.434.7012
Jeanne S Ford,
Assistant Vice President
Wealth Management Associate
850.434.7013
Samantha Pomes Moats
Officer
Registered Senior Wealth Management Client Associate
850.434.7048
Lizzy Carr Mandaleris
Officer
Registered Senior Wealth Management Client Associate
850.434.7056
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn moreabout the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
A comprehensive approach, built around your life’s priorities.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
Adjusting your investment approach as your life and the markets change.
We will work to help you stay on track, regardless of what the markets are doing.
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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.