Daytona Beach

Merrill Lynch Wealth Management Office
1616 Concierge Boulevard
Suite 201
Daytona Beach, FL 32117
386.274.3000
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Daytona Beach
Merrill Lynch Wealth Management
Advisors at This Location
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Lopez & Associates
Merrill Lynch Wealth Management
386.274.3042
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Haber & Associates Wealth Management Group
Merrill Lynch Wealth Management
386.274.3040
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Jesse Turnipseed
Assistant Vice President, Senior Financial Advisor
386.274.3023
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Lucas Haber
Managing Director, Senior Resident Director
386.274.3033
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Shannon Barnwell - Ward
Senior Vice President, Senior Financial Advisor
386.274.3005
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Matthew Gillikin
First Vice President, Senior Financial Advisor
386.274.3013
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Jamie Calkins
Senior Vice President, Wealth Management Advisor
386.274.3012
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Viktoriya Frye
Financial Advisor
386.274.3010
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Simon Heaster
Financial Advisor
386.274.3008
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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 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.
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.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.