Courtney, Patrick & Tutwiler Group
Merrill Lynch Wealth Management
50 North Laura Street
Suite 3700
Jacksonville, FL 32202
(904) 634.6062
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Mission Statement
Courtney, Patrick & Tutwiler Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
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
William Courtney
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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Courtney, Patrick & Tutwiler 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.)
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Meet Our Team
William Courtney,

CFP®

Senior Vice President, Wealth Management Advisor
904.634.6140
Ron Patrick,

CRPC™

Senior Vice President, Wealth Management Advisor
904.634.6011
Nicholas Courtney
Senior Vice President, Senior Financial Advisor
904.634.6073
Douglas Tutwiler,

CPFA®

Vice President, Senior Financial Advisor
904.634.6124
Jessica Buchanan,

CFP®, CRPC™

Wealth Planner
904.634.6062
Lauren Blazejewski
Registered Wealth Management Client Associate
904.634.6095
Camilla Nguyen
Officer, Wealth Management Client Associate
904.634.6041
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.
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Daniela Nunez
Wealth Management Banking Specialist
Merrill
Andrew Demetriou
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #641851
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.