Jones, Gregg & Associates

Merrill Lynch Wealth Management
1819 Main Street
Floor 12
Sarasota, FL 34236
(941) 364.5604
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As Merrill advisors, we can provide you with advice and guidance to help you develop a personalized financial strategy — and help you consider your risk tolerance, time horizon and liquidity needs.
Jones, Gregg & Associates
Welcome

At Jones, Gregg and Associates our mission is to be your trusted partner in achieving financial success and security. We are dedicated to guiding individuals and families toward a brighter future by providing personalized, comprehensive and sound financial advice

About Us
Philosophy

At Jones, Gregg and Associates we are driven by the belief that financial success is within reach for everyone. With our guidance and support, we aim to empower you to make sound financial decisions, paving the way toward a prosperous and fulfilling life. Together, we will help you build a future that reflects your aspirations and secures your legacy for generations to come.

Meet Our Team
John Jones,

SE-AWMA™

Senior Vice President, Wealth Management Advisor
941.364.5604
David Gregg
First Vice President, Senior Financial Advisor
941.364.5634
Carol J McNamara
Assistant Vice President, Wealth Management Associate
941.364.5606
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.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Mechele A Leonard
Wealth Management Banking Specialist
Merrill
Cecilia Remy
Retirement Specialist
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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Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.