The Schreck Group

Merrill Lynch Wealth Management
26301 U.S. Highway 19N
Clearwater, FL 33761
(727) 799.5645
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Schreck Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
David Schreck
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2023
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
The Schreck Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
Albert F Schreck,

CFP®

Senior Vice President, Senior Consultant
727.799.5643
David Schreck,

CRPC™

Senior Vice President, Senior Financial Advisor
727.799.5645
Gregory Slaton,

CRPC™

Vice President, Financial Advisor
727.799.5661
Vicki A Morgan
Assistant Vice President, Wealth Management Associate
727.799.5624
Alena B Churkina
Wealth Management Client Associate
727.799.5611
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.