GCIAS: Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare Team Photo
GCIAS: Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare
Merrill Lynch Wealth Management
3455 Peachtree Road N.E.
Atlanta GA 30326
(404) 264.2060
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
GCIAS: Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare
Recognition
Clifford Farren
Senior Vice President, Senior 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.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
GCIAS: Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare Team Photo
GCIAS: Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare
Barron’s “Top 250 Private Wealth Management Teams”, 2024
(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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.)
Click here to learn more about advisor recognitions
About Us
Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Meet Our Team
Clifford Farren,

CRPC™

Senior Vice President, Senior Financial Advisor
404.264.2083
Elizabeth White,

CFP®, CRPC™

Managing Director, Wealth Management Advisor
404.264.2060
Sarah Perelle,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
404.231.2467
Kevin Barnes,

CRPC™

Senior Vice President, Resident Director
404.231.2591
Travis Wilson,

CRPC™

Senior Vice President, Senior Financial Advisor
404.231.0455
Grant Ansley,

CRPC™

Financial Advisor
404.231.6323
Colin O'Hare,

CRPC™

Financial Advisor
404.231.6271
Sydney L Wiggins,

CRPC™

Assistant Vice President, Wealth Management Associate
404.264.7277
Jordan Leann Thompkins
Officer, Registered Wealth Management Client Associate
404.231.0469
Cynthia P Yepez
Officer, Registered Wealth Management Client Associate
404.231.3966
Treyce Addison
Registered Wealth Management Client Associate
404.264.7265
Olivia Anne Templeton
Wealth Management Client Associate (FP)
404.264.7285
Angel Henderson
Officer, Wealth Management Client Associate (FP)
404.965.7557
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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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.
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.