The Beshany Group

Merrill Lynch Wealth Management
824 A1a N
Ponte Vedra Beach FL 32082
(904) 273.7138
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Our mission is to understand our clients’ priorities and aspirations, then design and implement a personalized financial plan that aligns with your goals while effectively managing risk to help ensure a secure financial future.
The Beshany Group
Welcome

At The Beshany Group, we focus on helping individuals and families navigate the complexities of wealth with clarity and confidence. Whether preparing for a liquidity event, customizing an investment portfolio, or addressing intricate tax, estate, or legacy planning needs, we bring the insight, resources, and coordination required to deliver tailored strategies that reflect your priorities.

Recognition
The Beshany Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

We believe managing wealth requires a collaborative team across multiple specialties. By leveraging the extensive experience across our team, along with the valuable resources available through Merrill and Bank of America, we provide convenience and efficiency in our services while optimizing the value of your wealth management relationship.

Meet Our Team
Ryan Beshany,

CPWA®

Managing Director, Resident Director - Wealth Management Advisor
904.273.7138
Brian Bush
Financial Advisor
904.273.3859
Stephen Weydert
Financial Advisor
904.273.3840
Xavier Ross
Financial Advisor
904.273.3850
Robert 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, Registered Wealth Management Client Associate
904.273.3824
Shawn F Spencer
Officer, Registered Wealth Management Client Associate
904.273.3873
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.
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.