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GCIAS

Merrill Lynch Wealth Management

3455 Peachtree Road N.E.

Atlanta GA 30326

(404) 231.7777

Learn more about an advisor's background on

RecognitionMeet Our TeamInsightsAbout Merrill

Recognition

Matthew Williams

Managing Director, Senior Financial Advisor

Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022

(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)

Forbes "Best-in-State Wealth Advisors", 2025

(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)

Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022

(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)

Forbes "Best-in-State Wealth Advisors", 2025

(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)

Show more recognition

Matthew Williams

Managing Director, Senior Financial Advisor

Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022

(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)

Forbes "Best-in-State Wealth Advisors", 2025

(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)

Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022

(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)

Forbes "Best-in-State Wealth Advisors", 2025

(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)

Melissa Budnik

Senior Vice President, Senior Financial Advisor

Forbes "Best-in-State Women Wealth Advisors Ranking", 2022

(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)

Forbes "Best-in-State Wealth Management Teams", 2023

(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)

Show More Recognitions

Forbes "Best-in-State Women Wealth Advisors Ranking", 2022

(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)

Forbes "Best-in-State Wealth Management Teams", 2023

(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)

Forbes "Top Women Wealth Advisors Best-in-State", 2023

(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)

Jason Neighborgall

Vice President, Senior Financial Advisor

Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025

(Published annually in May. Years pre-dating 2024, published as Barron's "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based on data as of December 31 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Colin O'Hare

Financial Advisor

Barron’s “Top 250 Private Wealth Management Teams”, 2024

(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)

Forbes "America's Top Wealth Management Teams High Net Worth", 2023

(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)

Barron’s “Top 250 Private Wealth Management Teams”, 2024

(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)

Forbes "America's Top Wealth Management Teams High Net Worth", 2023

(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)

Samuel Cagle

Financial Advisor

Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Show More Recognitions

Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Barron's "Top 100 Institutional Consulting Teams", 2021-2025

(Published annually in April. Rankings based on data as of December 31 of prior year.)

Click here to learn more about advisor recognitions

Meet Our Team

Matthew Williams,

CRPC™

Managing Director, Senior Financial Advisor

404.231.2405

Kevin Barnes,

CRPC™

Senior Vice President, Resident Director

404.231.2591

Melissa Budnik

Senior Vice President, Senior Financial Advisor

404.264.6026

Max Dore,

CFP®

Senior Vice President, Wealth Management Advisor

404.231.2486

William Shipman,

CRPC™

Senior Vice President, Senior Financial Advisor

404.231.8538

Zachary Zwieg,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor

404.264.7278

Kyle Salone

Senior Vice President, Senior Financial Advisor

404.231.2531

Ryan O'Hare,

CRPC™

Vice President, Senior Financial Advisor

404.264.7284

Matthew Townsend,

CFP®, CRPC™

Vice President, Wealth Management Advisor

404.231.7117

Jason Neighborgall

Vice President, Senior Financial Advisor

404.231.2582

Dylan Templeton,

CRPC™

First Vice President, Senior Financial Advisor

404.231.7108

Alexander Shindnes

Vice President, Senior Financial Advisor

404.231.6082

Joshua Walzer,

CRPC™

Senior Financial Advisor

404.965.7552

Michael Southall

Senior Financial Advisor

404.231.7786

Colin O'Hare,

CRPC™

Financial Advisor

404.231.6271

Samuel Cagle,

CRPC™

Financial Advisor

404.231.6324

Brent Cohen

Senior Financial Advisor

404.231.7107

Chase Billington,

CRPC™

Financial Advisor

404.965.7647

Maxwell Binner

Senior Financial Advisor

404.264.6033

Ricardo Brenner,

CRPC™

Senior Financial Advisor

404.965.7553

Michael Murphy,

CRPC™

Financial Advisor

404.238.9975

Lloyd G. Phipps, Jr.,

CRPC™

Senior Financial Advisor

404.965.7558

Clayton Roell

Vice President, Financial Advisor

404.965.7646

Jacob Shrout,

CRPC™

Financial Advisor

404.264.2084

Andrew Boel,

CRPC™

Financial Advisor

404.231.6047

Paul V Romano,

CPFA®

Assistant Vice President, Senior Relationship Manager

404.231.6989

Norman M Doe

Assistant Vice President, Relationship Manager

404.264.6009

Lexa W McDaniel,

CRPC™

Assistant Vice President, Wealth Planner

404.231.6064

Cicily C Smith

Wealth Management Client Associate

404.231.2563

Nathan Deckert,

CRPC™

Registered Wealth Management Client Associate

404.264.2922

Sequoyeth Simpson,

CRPC™

Registered Wealth Management Client Associate

404.264.7273

Jodi H Knighton

Wealth Management Client Associate

404.231.2537

Sparkle Spence

Wealth Management Client Associate

404.965.7554

Ariany Alejandra Delgado Leon

Registered Wealth Management Client Associate

404.965.7645

Elizabeth Billig

Wealth Management Client Associate

404.231.6214

Ella Grace Alsko

Wealth Management Client Associate (FP)

404.231.6063

Katherine King

Wealth Management Client Associate

404.231.8004

Wesley James Saul

Wealth Management Client Associate

Insights

Market briefs: Breaking insights on the economy, policy changes and geopolitical events

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Selling stocks and bonds? 6 steps to help trim your tax bill

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Progress report: Is AI a market bubble?

How much is too much cash in your portfolio?

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.