The Burke Cox Group
Merrill Private Wealth Management
250 International Pkwy
Lake Mary, FL 32746
(407) 333.8328
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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 Burke Cox Group
Merrill Lynch Wealth Management
Recognition
Brendan Burke
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Next-Generation Wealth Advisors", 2022-2023
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Planning's "Top 40 Brokers Under 40", 2024
(Published on February 6, 2024. Rankings based on data as of Sept 30, 2023.)
Barron's "Top 1,200 Financial Advisors", 2024
(Published on March 8, 2024. Rankings based on data as of September 30, 2023.)
Forbes "America's Top Next-Generation Wealth Advisors", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Show more recognition
The Burke Cox 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.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Brendan Burke,

CIMA®,CPWA®,CRPC™

Managing Director, Private Wealth Advisor
407.333.8335
Garrett Burke,

CFP®,CPFA™,CPWA®

Managing Director, Private Wealth Advisor
407.333.8328
Brian J Cox,

CFP®

Senior Vice President, Senior Consultant
407.333.8304
Junior Kemraj
Assistant Vice President, Private Wealth Associate
407.333.8315
Stephanie Kostakis
Assistant Vice President, Private Wealth Associate
407.333.8307
Alexander Maxwell,

CRPC™

Assistant Vice President, Senior Financial Advisor
407.333.8331
Jonathan Rogers,

CFP®

Assistant Vice President, Senior Financial Advisor
407.333.8336
Lizette Velazquez
Wealth Management Client Associate
407.333.8325
Cindy Karen Zapp
Officer, Senior Private Wealth Client Associate
407.333.8306
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.
Beth Calzon
Structured Credit Executive
Anderson Shelton
Wealth Management Banking Specialist
Allison Mulgrew
Wealth Strategies Advisor
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Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.