The Chappell Walker Group

Merrill Lynch Wealth Management

50 North Laura Street
Suite 3700
Jacksonville, FL 32202
(904) 634-6100
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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 Chappell Walker Group
Merrill Lynch Wealth Management
Welcome

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

Recognition
Bruce Chappell
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Chappell Walker 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.)
Meet Our Team
Bruce Chappell
Managing Director, Wealth Management Advisor
904.634.6105
Craig Walker,

CPFA™

Managing Director, Wealth Management Advisor
904.634.6049
A Chappell,

CPFA™

Managing Director, Wealth Management Advisor
904.634.6182
Craig Walker
Senior Vice President, Senior Financial Advisor
904.634.6162
Hunter Walker
Financial Advisor
904.634.6188
Kevin Victory,

CFA, CFP®

Wealth Planner
904.634.6024
Tara Harris Josephs
Officer, Registered Senior Wealth Management Client Associate
904.634.6101
Ann Myers Mancuso
Officer, Wealth Management Client Associate
904.634.6070
Nicole Jane Nishimoto
Officer, Wealth Management Client Associate
904.634.6004
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.
Michael Duffy
Private Wealth Strategist
Heather Jackson
Wealth Management Banking Specialist
Merrill
Tim Fritz
Structured Credit Executive
Bank of America, N.A.
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.