The Billings Licari Wealth Management Group

Merrill Lynch Wealth Management
2400 North Commerce Parkway
Suite 100
Weston, FL 33326
(954) 349-9370
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Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
The Billings Licari 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
Sherryl Billings
Senior Vice President, Wealth Management Advisor
Forbes "America"s Top Women Wealth Advisors", 2020-2021
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018, 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Working Mother "Top Wealth Adviser Moms", 2017-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
About Us
Welcome

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Sherryl Billings,

CPFA™

Senior Vice President, Wealth Management Advisor
954.349.9370
Gerald Licari,

CFP®

Senior Vice President, Wealth Management Advisor
954.349.9383
Carla Bashan
Officer, Registered Senior Wealth Management Client Associate
954.349.9372
Christopher Scott Herling,

CRPC™

Officer, Registered Wealth Management Client Associate
954.349.6204
Eleazar Ayala
Financial Advisor
954.349.6214
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.
Zachary Zeman
Alternative Investments Regional Specialist
Bank of America, N.A.
Nick Foley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1190976
Deborah Pugatch
Wealth Management Banking Specialist
Merrill
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.