The Peterson & Holloway Group

Merrill Lynch Wealth Management
300 S. Orange Ave
Ste. 800
Orlando FL 32801
(407) 839.2695
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Our mission is to empower individuals and families to achieve financial confidence through personalized guidance, strategic planning, and a steadfast commitment to integrity. We strive to build lasting relationships rooted in trust, transparency, and a deep understanding of each client’s unique goals—helping them navigate life’s milestones with clarity and purpose.
The Peterson & Holloway Group
About Us
About Our Team

The Peterson & Holloway Group at Merrill brings together decades of financial expertise, deep community roots, and a shared commitment to personalized service. Led by seasoned advisors Judd Peterson and Austin Holloway, the team offers comprehensive wealth management strategies tailored to individuals, families, businesses, and nonprofits. With a strong foundation in financial planning, estate and legacy strategies, and client education, they leverage the full resources of Merrill and Bank of America to help clients pursue long-term success. Supported by Gretell Romero's dedication to client service, the team combines professionalism with a personal touch—grounded in integrity, leadership, and a passion for helping others thrive.

Meet Our Team
Austin Holloway,

ChFC®, CRPC™

Resident Director - Senior Financial Advisor
407.839.2695
Jackson Peterson
Senior Vice President, Senior Financial Advisor
407.839.2522
Gretell Romero Rosa
Registered Wealth Management Client Associate
407.839.2642
Nicole M Castillo
Officer, Registered Wealth Management Client Associate
407.839.2530
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.
Anderson Shelton
Wealth Management Banking Specialist
Merrill
Matthew West
Wealth Management Lending Officer
NMLS #1336519
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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ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
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.