Magee, Stanford & Associates

Merrill Lynch Wealth Management
300 South Orange
Suite 800
Orlando, FL 32801
(407) 839.2509
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We stress a long-term approach to investing based upon your specific financial needs, goals and risk tolerance. We are committed to providing an exemplary level of service and world-class advice to our clients. Our primary objective is to become a lifelong resource to those who entrust us with their financial well-being.
Magee, Stanford & Associates
Welcome

Magee, Stanford & Associates was founded with the distinct vision to combine the vast resources of one of the world's most prestigious wealth management firms with the intimacy and personal service of a boutique. Our group consists of professionals with over 100 years of industry experience who take a hands-on approach to investment guidance and planning. Our combined industry experience allows us to assist high net worth families and organizations with all their financial needs.

The first priority of our team is to get a complete understanding of your unique situation. This allows us to draw upon the breadth and depth of Merrill and Bank of America to bring you the right recommendations at the right time. Our array of strategies, combined with our commitment to understanding what matters most to you, creates the framework for us to play a key role in pursuing your life's goals.

Throughout your financial journey, we stay focused on where you want to go and advise you how to get there by following a disciplined and holistic approach to wealth management. We believe that this process, when followed, creates the best opportunity for your success.

It is important that our clients understand the high level of commitment we have in providing them with exceptional advice and service. It is, after all, our promise to offer you a dedicated, highly skilled financial team that takes the time to fully understand who you are and what matters most to you that makes Magee, Stanford & Associates an essential resource for life.

Recognition
Suzanne Magee Fleming
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Show more recognition
About Us
Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Meet Our Team
Suzanne Magee Fleming
Senior Vice President, Senior Financial Advisor
407.839.2537
James Magee,

CFP®

First Vice President, Senior Financial Advisor
407.839.2509
Traci Avila,

CRPC™

First Vice President, Senior Financial Advisor
407.839.2511
Anthony Giamanco
Financial Advisor
407.839.2507
Natalia D. Rios
Assistant Vice President, Wealth Management Associate
407.839.2615
Anyeline Rodriguez
No Officer Title, Wealth Management Client Associate
407.839.2549
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.
Tamika L Johnson
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.