Durkota Garfoli Moosa Wealth Management

Merrill Lynch Wealth Management

300 Galleria Pkwy SE
Atlanta, GA 30339
(770) 858-1237
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Durkota Garfoli Moosa 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
John Durkota
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Value Proposition

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
John Durkota,

ChFC®, CDFA®, CFP®, CLU®, CPFA™

Senior Vice President, Wealth Management Advisor
770.858.1210
Michael Garfoli
First Vice President, Senior Resident Director - Wealth Management Advisor
770.858.1240
Faizan Moosa,

CRPC™, SE-AWMA™

Vice President, Senior Financial Advisor
770.858.1257
Samantha Bethea
Registered Wealth Management Client Associate
770.858.1237
Maxine A Langford
Wealth Management Client Associate
770.858.1220
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.
Israel Tadesse
Wealth Management Banking Specialist
Merrill
Alyson King
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #13085
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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.