Jules Axelrod
Vice President, Senior Financial Advisor
NMLS #532811
871 Venetia Bay Blvd.
Venice, FL 34285
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

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.

I am passionate about supporting my community and pursuing varied interests.  I am a past advisor to the U.S. Army Ordnance Museum, and a current member of Ladew Gardens, Beta Theta Pi, Knights of Columbus, a lifetime member of the Ohio State Sarasota Alumni Club and have coached several sports for North Harford and Forest Hill Recreational Councils. My interests include history, travel, skiing and the National Park system.  Tammi, a retired teacher, and I have homes in Englewood, Florida and Crofton, Maryland.  We have 5 children.

Please read the articles on timely financial topics and sign up for my monthly newsletter, Perspectives, at the bottom of the page.
About Me

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Lisa A Burzynski
Wealth Management Client Associate
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.
T.J. Friscia
Wealth Management Banking Specialist
Shelley Beauregard
Wealth Management Banking Specialist
Marie A Lawson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #277225
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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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.
Jules Axelrod is registered to do business in DE, FL, GA, KY, MD, MI, MN, NC, NY, OH, PA, RI, SC, TN, TX, VA.