The Luther Group
1100 Canal Street
The Villages, FL 32162
352.350.2710
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
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.

Tuesday, October 31st 2023| 10:30 AM EST
Golf Lesson- Palmer Legends Country Club
Meet Our Team
Robert Luther,

ChFC®, CLU®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
352.350.2713
Lesli Luther,

CRPC™

Senior Financial Advisor
352.350.2710
Patrick Kavanaugh,

AAMS™, CRPC™

Financial Advisor
352.350.2712
Kimberly L Harrison
Wealth Management Client Associate
352.350.2719
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.
LaToya Marks
Wealth Management Banking Specialist
Merrill
Allison Mulgrew
Wealth Strategies Advisor
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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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.