The Weber Wealth Management Group

Merrill Lynch Wealth Management
601 Cleveland St
Suite 900
Clearwater, FL 33755
(727) 462-2310
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The Weber Wealth Management Group provides our clients with a high quality wealth planning experience that strives to make the complexities of financial life easier to understand.
The Weber Wealth Management Group
Merrill Lynch Wealth Management
Welcome

The focus in working with you is to develop a customized financial strategy for you. While we understand the latest trends, risks and potential opportunities, when it comes to planning for your wealth the most important thing is understanding you. The team is committed to building a long-term relationship as we help you navigate financial complexities and possibilities. We take the time to get to know you—your unique concerns, priorities, risk tolerance, time horizon, liquidity needs and financial resources. As your life needs and market conditions inevitably change, we will meet to track progress and adjust your approach, as needed.

Recognition
Heather Weber
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2016-2017
(Published annually in March. Rankings based on data as of September 30 of prior year.)
About Us
Philosophy

No two people are alike. Consequently, there is no singular wealth management strategy that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, goals and what you want to accomplish over time, only then can we best help you to identify and address both financial challenges and opportunities. To that end, we will thoughtfully employ our experience and combined resources of both Merrill and the Bank of America to help guide you.

Meet Our Team
Heather Weber,

CPWA®, CRPS™

Managing Director, Wealth Management Advisor
727.462.2310
Jodi Leonard-Fardella,

CRPC™

Assistant Vice President, Wealth Planner
813.273.8611
Joel Summerlin
Senior Vice President, Senior Financial Advisor
813.273.8560
William Peterson
Officer, Wealth Management Client Associate
813.273.8550
Frank R Menendez
Wealth Management Client Associate
727.462.2307
Debra Summerlin
Assistant Vice President, Wealth Management Associate
813.273.8527
Hilary Wynn
Registered Wealth Management Client Associate
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.
Rick Loud
Wealth Management Banking Specialist
Merrill
John Langley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #226413
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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Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ 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.
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.