Jill Spatola
,
Senior Vice President, Wealth Management Advisor
NMLS #522978
1190 W. Marion Avenue
Punta Gorda, FL 33950
941.637.4358
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

With over 25 years of industry experience, Jill strives to provide exceptional wealth management and client service to each and every client, helping them achieve their financial and life goals.  Her passion for the business and for her clients make her stand out in her industry. Jill deals with all aspects of wealth management including personal and corporate retirement plans, income planning, life insurance and estate planning services. She prides herself on taking a holistic approach in her planning, working closely with her Client’s Attorneys ,CPA’s and Medicare Specialists to help ensure all plans are sound and aligned. 
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our county. Since relocating tom Punta Gorda, I have become a coach with Girls on the Run and joined the Women United of Charlotte Country for the United Way. I am also a member of the Punta Gorda Chamber of Commerce and the Charlotte County Chamber of Commerce. I was on the Board of Directors for School on Wheels for 7 years. Chair for the Holidays Bags Drive for the 200+ students in our program. I worked with local schools, businesses and communities to gather donations for the Holiday Bags. I then hosted a Bag Stuffing and Card Decorating Event with a local Student Council. 

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Financial Planning with Merrill Personal Wealth Analysis® (PWA)
Meet Our Professional Staff
Rachel A Layton
Officer, Registered Wealth Management Client Associate
941.637.4316
Brittney M Eaves
Wealth Management Client Associate
941.637.4319
Timothy C Raynor
Officer, Registered Senior Wealth Management Client Associate
941.637.4301
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.
Marie A Lawson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #277225
Shelley Beauregard
Wealth Management Banking Specialist
Merrill
About Merrill

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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.
Jill Spatola is registered to do business in AL, CA, DC, FL, GA, IL, MA, ME, MN, MT, NC, NH, NY, PA, RI, SC, VA, VT, WA.