I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

Courtney Schurman

Merrill Financial Solutions Advisor

NMLS #2520799

824 A1a N

Ponte Vedra Beach FL 32082

(770) 746.7736

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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

InsightsAbout Merrill

Profile

Insights

A new look at portfolio construction

4 ways the ‘Big Beautiful Bill’ could affect your household finances

Countdown to 2035: Can we fix Social Security in time?

Managing debt as you approach retirement

A fresh look at Alternative Investments: Let’s Talk Alts

Feeling the ‘sandwich generation’ squeeze?

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.