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
Forbes "America's Top Next-Generation Wealth Advisors", 2017-2020
(Published annually July – Sept. Rankings based on data as of March 31 of current 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 "Top 250 Next-Generation Wealth Advisors", 2019-2020
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
On Wall Street's "Top 40 Under 40", 2020
(Published on published on January 23, 2020. Rankings based on data as of Sept 30, 2019.)
Financial Planning's "Top 40 Advisors Under 40", 2021
(Published on January 26, 2021. Rankings based on data as of Sept 30, 2020.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2021-2022
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "America's Top State-by-State Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Barron's "Top 1,200 Financial Advisors", 2021-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
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.

Tuesday, January 23rd 2024| 6:00 PM CST
Perspectives on Artificial Intelligence

Join us for an informative event during which we'll discuss:

  • How Generative Artificial Intelligence Works
  • Growth Impact
  • Positioning Impact
  • Technological Impact
  • Key Risks
Thursday, January 11th 2024| 4:00 PM CST
CIO Viewpoint with David Koh

Join us for an informative virtual event during which we'll:

  • Provide you with timely information that you can consider to make informed decisions
  • Share how Merrill advisors will strive to help you pursue your goals
Thursday, March 21st 2024| 4:00 PM CST
Heathcare & Your Retirement

Join us for an informative virtual event during which we'll discuss:

  • Planning for pre- and post-retirement health care costs
  • Medicare at a glance
  • How your income affects Medicare
  • Long-term cost considerations
Thursday, March 14th 2024| 6:00 PM CST
Family Love Letter

Join us for an informative seminar & dinner during which we'll discuss:

  • How Every Family Can Prepare
  • Anticipating the Unexpected
  • Surviving the Spouse Checklist
  • Family Love Letter
  • Family Check-up
Tuesday, April 9th 2024| 6:00 PM EST
Spring Wine Tasting On The Balcony
Thursday, May 16th 2024| 4:00 PM EST
Overcoming the Insecurity around Social Security

Join us for an informative virtual event during which we'll discuss:

  • Social Security basics
  • Spousal benefits
  • Survivor benefits
  • Divorce & Social Security
  • Special considerations
Tuesday, May 21st 2024| 12:00 PM CST
Lunch & Learn with David H. Koh

Join us for an informative lunch seminar during which we'll:

  • Provide you with timely information that you can consider to make informed decisions
  • Share how Merrill advisors will strive to help you pursue your goals
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.