Windermere

Merrill Lynch Wealth Management Office
4705 S Apopka Vineland Rd
Orlando, FL 32819
407.909.2125
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Windermere
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
407.909.2104
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Merrill Private Wealth Management
407.909.2107
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Merrill Lynch Wealth Management
407.909.2117
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Financial Advisor
407.909.2119
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Vice President, Resident Director
407.909.2116
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Senior Vice President, Wealth Management Advisor
407.909.2117
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Financial Advisor
407.909.2114
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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.