Bethany strives to be the primary trusted source for her clients’ investing and lending needs for personal and business purposes. She continues to view her clients’ needs from a total wealth management perspective, by leveraging the power of BofA Global Research and Merrill product offerings.
Bethany is a 2005 graduate of Mississippi University for Women (Columbus, MS), where she completed her BA in Business Administration. She is also a 2004 graduate of Cumberland University’s (Lebanon, TN) Associate of Arts in Business program. She achieved Summa Cum Laude Status at both universities.
Bethany began her career in the financial services industry in 2005. Her prior experience includes underwriting, lending, and personal banking. Having joined Merrill Lynch Wealth Management in 2012, her focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. She resides in Pensacola, FL with her husband and three children.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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