Whiting Bradford Wealth Management Group

Merrill Lynch Wealth Management
3674 Dauphin Street
Mobile, AL 36608
(251) 345-0289
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The Whiting Bradford Wealth Management Group is dedicated to helping individuals, families and businesses achieve their financial goals.  We provide concierge-like service with the global resources of Merrill.  We’ll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.
Whiting Bradford Wealth Management Group
Merrill Lynch Wealth Management
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 a personalized plan intended to help you 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.

Recognition
Palmer Whiting
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2015-2016, 2019-2022
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Barron's "Top 1,200 Financial Advisors", 2024
(Published on March 8, 2024. Rankings based on data as of September 30, 2023.)
About Us
Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Thursday, February 22nd 2024| 3:30 PM CST
Heathcare & Your Retirement
  • Planning for pre- and post-retirement health care costs
  • Medicare at a glance
  • How your income affects Medicare
  • Long-term cost considerations
Meet Our Team
Palmer Whiting,

CFP®,CPFA™,CPWA®

Managing Director, Wealth Management Advisor
251.345.0289
D. Austin Bradford,

CFP®

Senior Vice President, Senior Resident Director
251.345.0262
Ann M Richardson,

CFP®

Senior Vice President, Senior Consultant
251.345.0307
Ben Lilly,

CRPC™

Senior Financial Advisor
251.345.0264
Ashley O'Brien,

CRPC™

Vice President, Senior Relationship Manager
251.345.0212
Nedra Toulmin Morrissette,

CFP®

Relationship Manager
251.345.0220
Dominique C West,

CRPC™

Assistant Vice President, Wealth Management Associate
251.345.0215
Erin Cooper
Officer, Registered Wealth Management Client Associate
251.345.0300
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.
Sarah F Prewitt
Structured Credit Executive
Danielle L Crawford
Wealth Management Banking Specialist
Allison Mulgrew
Wealth Strategies Advisor
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.
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.
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.