Merrill Lynch Wealth Management
9128 Strada Place
Suite 301
Naples, FL 34108
(239) 649-2995
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Plan, Process, DisciplineWith over 125 years of combined wealth management experience, the Strategic Wealth Group at Merrill is a 10 person team committed to helping you achieve your goals.
Merrill Lynch Wealth Management

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.

Financial Planning with Merrill Personal Wealth Analysis® (PWA)
Robert McLendon
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
About Us

We provide extensive customized planning and strategies, as well as access to banking solutions from Bank of America to a select group of successful families, businesses, and non-profit organizations by delivering the services of a boutique with the resources and access of a global institution. The Strategic Wealth Group's vast experience and long standing relationships with clients and their families helps to ensure that they successfully navigate life's transitions including retirement, the purchase or sale of a business, education, weddings, births, and intergenerational wealth transfer.

We begin by taking the time to listen to clients to better understand what matters most to them. Responding to client needs is our primary focus and planning for those needs relentlessly drives our daily activities. We focus our energies on helping individuals pursue a balanced approach to life and wealth.

Our backgrounds in the corporate world, public accounting*, investment banking and private equity provide us with a distinctive perspective on advising clients on all areas of their financial lives. We leverage our backgrounds to maximize value for our clients by providing strategic consultation encompassing a wide range of services including cash flow and investment management, credit and lending, sale process and merger and acquisition advisory, as well as 401(k) and profit sharing plan optimization services.

The Strategic Wealth Group's first priority is to help clients and their families maintain their lifestyles regardless of the market environment. Our disciplined investment process focuses on consistency and helps clients deploy and diversify their wealth effectively. We work closely with the Chief Investment Office in constructing custom managed strategies with access to some of the best investment advisors around the world.

** Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., ("Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

*Banking products and services provided by Bank of America, N.A.

Meet Our Team
Robert McLendon,


Managing Director, Wealth Management Advisor
Sam Semaan,


Managing Director, Wealth Management Advisor
Charles J Pacana
Senior Vice President, Registered Wealth Management Client Associate
Nicole Dube
Officer, Wealth Management Client Associate
Diana Gomez
Wealth Management Client Associate
Sandy Semaan
Wealth Management Client Associate
Nicholas Megaloudis
Officer, Registered Wealth Management Client Associate
Brian Dixon
Wealth Management Client Associate
Sara Z. Cordell
Wealth Management Client Associate
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
Juan Serrano
Wealth Management Banking Specialist
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.