The Beshany Group
Merrill Lynch Wealth Management
824 A1a N
Ponte Vedra Beach, FL 32082
(904) 273.7138
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Mission Statement
The Beshany Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Ryan Beshany,

CPWA®

Managing Director, Resident Director - Wealth Management Advisor
904.273.7138
Stephen M Young
Senior Vice President, Senior Relationship Manager
904.273.3839
Philip Wise
Vice President, Senior Financial Advisor
904.273.3868
Brian Bush
Financial Advisor
904.273.3859
Stephen Weydert
Financial Advisor
904.273.3840
Xavier Ross
Financial Advisor
904.273.3850
Doug Hale
Financial Advisor
904.273.3803
Teresa C Stachulski
Assistant Vice President, Wealth Management Associate
904.273.7115
Frances Fattori,

CFP®

Officer, Relationship Manager
904.273.7133
SIDICK OUEDRAOGO
Wealth Management Client Associate
904.273.3846
Catherine L Nolan
Officer, Wealth Management Client Associate
904.273.3824
Shawn F Spencer
Officer, Registered Wealth Management Client Associate
904.273.3841
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.
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Samantha Keene
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Andrew Demetriou
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #641851
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.