Merrill Lynch Wealth Management
9128 Strada Place
Suite 301
Naples, FL 34108
(239) 263-1441
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We will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals and fulfill your current lifestyle. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life.
Merrill Lynch Wealth Management

We are a seasoned team of professionals who are committed to providing a tailored approach to financial strategies. Our team focuses on a personalized level of service with individualized and sophisticated strategies with access to resources and specialists for nearly every financial need. In order to provide this personalized level of service, we are committed to serving a smaller group of clients in order to allow us the time and attention to address all aspects of the goals and priorities which are important to you.

Our team assists you to maintain your desired lifestyle and guides you in pursuing your goals in wealth accumulation, preservation, and the transfer of wealth to the next generation.

About Us

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Toby Garner Headshot Image
Toby D Garner,


Senior Vice President, Senior Financial Advisor
Sean Grimes,


Vice President, Wealth Management Advisor
Sheri R Iwaniec
Officer, Wealth Management Client Associate
Leila R Gestwicki,


Wealth Management Associate
Sally S Smith,


First Vice President, Senior Relationship Manager
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.
Jason Albano
Wealth Strategies Advisor
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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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.
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 CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.