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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Lucas Haber
Managing Director, Senior Resident Director
386.274.3033
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Matthew Gillikin
First Vice President, Senior Financial Advisor
386.274.3013
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Shannon Barnwell - Ward
Senior Vice President, Senior Financial Advisor
386.274.3005
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Simon Heaster
Financial Advisor
386.274.3008
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Viktoriya Frye
Financial Advisor
386.274.3010
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Jamie Calkins
Senior Vice President, Wealth Management Advisor
386.274.3012
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Jesse Turnipseed
Assistant Vice President, Financial Advisor
386.274.3023
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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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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.
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.
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.
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.