Nelson Morgan Petersen Group

Merrill Lynch Wealth Management

660 Beachland Boulevard
Suite 101
Vero Beach, FL 32963
(772) 231-9094
Learn more about an advisor's background on
Named to the 2023-2024 Forbes “Best-in-State Wealth Management Teams”.   Published annually in January. Rankings based on data as of March 31 of the prior year.
Nelson Morgan Petersen 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, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Kyle Morgan
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Show more recognition
About Us
Welcome

Our mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand, in great detail, exactly where you stand today and where you'd like to be tomorrow. We work with you to design and bring to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Meet Our Team
Thomas Nelson
Senior Vice President, Senior Consultant
772.231.9044
Kyle Morgan,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
772.231.9094
Jeffrey Petersen,

CFP®

Senior Vice President, Wealth Management Advisor
772.231.9080
Joseph Rinchack
Vice President, Senior Financial Advisor
772.231.9009
Christie Lynn Green,

CRPC™

Assistant Vice President, Relationship Manager
772.231.9067
Diann M Sikora
Registered Wealth Management Client Associate
772.231.9097
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.
Peggy King
Wealth Management Banking Specialist
Merrill
Sameer Derashri
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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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.