Rathbun Davis & Associates

Merrill Lynch Wealth Management
9128 Strada Place
Suite 301
Naples, FL 34108
(239) 263-1438
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Rathbun Davis & Associates 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.
Rathbun Davis & Associates
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Wednesday, February 21st 2024| 12:00 PM
Capital Markets Outlook


Join us as we navigate though current Capital Markets and Opportunities for portfolios 2024.

We will be joined by Columbia Threadneedles Chief Portfolio Strategist, Ed Kirschner

Meet Our Team
Josette C Rathbun,

CFP®

Senior Consultant
239.263.1421
Michael Covey Davis
Senior Vice President, Senior Financial Advisor
239.263.1438
Jessica Lee Dang
Wealth Management Client Associate
239.649.2904
Manuel Benitez,

CRPC™

Financial Advisor
239.263.1437
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.
James Camarda
Alternative Investments Regional Specialist
Barbara Deichmann
Wealth Management Lending Officer
NMLS #112351
Merrill Lynch Logo
Kristina Florkey
Wealth Management Banking Specialist
Merrill
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.