Windermere Private Wealth Management

Merrill Private Wealth Management
4705 S Apopka Vineland Rd
Orlando, FL 32819
(407) 909-2107
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
Windermere Private Wealth Management
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
James Millar
Senior Vice President, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
James Millar,

CIMA®

Senior Vice President, Private Wealth Advisor
407.909.2107
Stanley Smith,

CPM®

Senior Vice President, Private Wealth Advisor
407.909.2106
Brent Jordan,

CFP®

Senior Vice President, Wealth Management Advisor
407.909.2108
Kevin Adam,

CFA

Senior Financial Advisor
407.909.2122
Sharon Mullins
Officer, Private Wealth Client Associate
407.909.2112
Kiturah Doward
Officer, Wealth Management Client Associate
407.909.2118
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.
Sheau-Lei H Ellison
Structured Credit Executive
LaToya Marks
Wealth Management Banking Specialist
Michael Duffy
Private Wealth Strategist
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.