DWFDA Wealth Management Group Team Photo
DWFDA Wealth Management Group
Merrill Lynch Wealth Management
1276 Metropolitan Blvd
Tallahassee, FL 32312
(850) 599.8989
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DWFDA Wealth Management 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.
DWFDA Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Robert Dick
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
DWFDA Wealth Management Group Team Photo
DWFDA Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children's education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.

Meet Our Team
Robert Dick,

CPFA™

Managing Director, Wealth Management Advisor
850.599.8969
Mark Webb,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
850.599.8926
Lara Finebloom,

CRPC™

Senior Vice President, Senior Financial Advisor
850.599.8901
Kim Dixon
Vice President, Senior Financial Advisor
850.599.8909
Clinton Alexander,

CFP®, CPFA™

Vice President, Resident Director
850.599.8989
Belinda D Mitchell,

CSRIC®

Assistant Vice President, Relationship Manager
850.599.8965
Lorraine E Renneker
Officer, Registered Senior Wealth Management Client Associate
850.599.8976
Brooke Whaley Harman
Registered Wealth Management Client Associate
850.599.8933
Ashley Brooke McCartney
Wealth Management Client Associate
850.599.8944
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.
Heather Jackson
Wealth Management Banking Specialist
Merrill
Christina Manos
Regional Lending Specialist
Bank of America, N.A.
NMLS #869928
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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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.
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.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.