THE HARTY CARPENTER GROUP

Merrill Lynch Wealth Management
601 North Section Street
Fairhope, AL 36532
(251) 990.2361
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Merrill Financial Advisors in Fairhope and Birmingham, AL & Pensacola, FL, THE HARTY CARPENTER GROUP is a distinguished wealth management team that has significant experience advising successful Professionals, Retirees and other business owners with virtually all aspects of their finances including: Retirement Planning & Income Strategies, Investment Management and Estate Strategies.
THE HARTY CARPENTER GROUP
Merrill Lynch Wealth Management
Welcome

THE HARTY CARPENTER GROUP believes that trust is earned and is the foundation for lasting relationships.

This team of Financial Advisors is proud to offer over 100 years of industry and practical experience helping clients manage and prepare for their financial futures. THE HARTY CARPENTER GROUP understand the demands and responsibilities of wealth, and we draw upon our vast resources to offer a total wealth management strategy tailored to your individual needs.

Our wealth management team welcomes the opportunity to show you first-hand what we do and how our services are appropriate for you and your family

Recognition
S Wesley Carpenter
Managing Director, Senior Resident Director
Barron's "Top 1,200 Financial Advisors", 2021-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Financial Planning's "Top 40 Brokers Under 40", 2021
On Wall Street "Top 40 Advisors Under 40", 2020
(Published on published on January 23, 2020. Rankings based on data as of Sept 30, 2019.)
Forbes "Top Next-Generation Wealth Advisors", 2019
(Published on July 24, 2019. Rankings based on data as of March 31, 2019.)
Click here to learn more about advisor recognitions
About Us
Our Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, we can work with you to build your own personalized financial strategy.

Thursday, September 12th 2024| 6:00 p.m. CT
Market Outlook 2024: Looking toward a new era of growth

Please join us for an educational seminar & dinner

Thursday, September 5th 2024| 4:00 p.m. CT
The Washington Update 2024

Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives, and high net work investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.

WebEx details will be provided prior to event date.

PLEASE USE MARKET CODE EMCO WHEN REGISTERING
Meet Our Team
S Wesley Carpenter,

ChFC®, CFP®, CPFA™, CPWA®, CRPC™

Managing Director, Senior Resident Director
251.990.2361
William Naff,

CPFA™

Senior Vice President, Senior Financial Advisor
251.990.2391
Bret Lomax
Senior Vice President, Senior Financial Advisor
850.434.7068
Corbin Ellard,

CPFA™, CRPC™

Assistant Vice President, Senior Financial Advisor
205.326.9713
C Hodges Harty III
Senior Vice President, Senior Relationship Manager
251.990.2378
Tabitha Bond,

CPFA™, CRPC™

Officer, Registered Wealth Management Client Associate
251.990.2366
Janelle Jones
Wealth Management Client Associate - Resident Director Assistant
251.990.2360
Stephanie Kastrup
Senior Financial Advisor
251.990.2364
Jeff Bogdanovich,

CRPC™

Registered Wealth Management Client Associate
251.990.2377
Holly C. Meier
Wealth Management Client Associate
251.990.2397
Tanner Cole Ragland,

AAMS™, CRPC™

Officer, Relationship Manager
251.243.1025
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
David Samman
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Danielle L Crawford
Wealth Management Banking Specialist
Merrill
Insights
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.

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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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.