Courtney, Patrick & Tutwiler Group Team Photo
Courtney, Patrick & Tutwiler Group
50 North Laura Street
Suite 3700
Jacksonville, FL 32202
(904) 634.6124
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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.)
Show more recognition
Courtney, Patrick & Tutwiler Group Team Photo
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.)
Click here to learn more about advisor recognitions
About Us
Mission

Courtney, Patrick & Tutwiler Group focuses on addressing the investing and wealth management needs of institutions and individuals and families. Our team works closely with clients to determine their needs and aspirations so that we can craft customized strategies to help them pursue their goals.

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
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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.

"Bank of America" is a marketing name for the Retirement Services business of Bank of America Corporation ("BofA Corp.").

"Bank of America" is a marketing name used by several Bank of America Corporation (“BofA Corp.”) businesses, including, but not limited to, Global Institutional Consulting, which offers products and services for the benefit of institutional and ultra-high net worth clients.

Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC . 

Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”).

Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided.

Merrill Lynch Life Agency Inc. (“MLLA”) is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

 

MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

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