The MSG Wealth Management Group

300 South Orange
Suite 800
Orlando, FL 32801
(407) 839-2502
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We understand that investors, families, and businesses today are looking for more than just financial products and services. They're looking for customized strategies to meet their unique and complex financial needs according to their values.
The MSG Wealth Management Group
Merrill Lynch Wealth Management
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
The MSG Wealth Management 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.)
About Us
Mission

Our purpose is simple, it's to help make financial lives better — it's who we are and what we do.

Meet Our Team
John Maxwell,

CPFA™

Vice President, Wealth Management Advisor
407.839.2502
Matthew Sloan,

CPFA™,CRPC™

Vice President, Wealth Management Advisor
407.839.2601
Sami Guindi
Vice President, Senior Financial Advisor
407.839.2533
Nicole M. Castillo
Officer, Wealth Management Client Associate
407.839.2530
Gretell Romero Rosa
Wealth Management Client Associate
407.839.2642
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
Zachary Zeman
Alternative Investments Regional Specialist
Bank of America, N.A.
David Samman
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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.