The Truitt-Sears Team

Merrill Lynch Wealth Management

11724 Ocean Gateway
Ocean City, MD 21842
(410) 213-8814
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What matters most to you matters most to us.
The Truitt-Sears Team
Merrill Lynch Wealth Management

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.

Meet Our Team
Michael Truitt,


First Vice President, Senior Resident Director
Patrick Sears,


Senior Financial Advisor
Casey Caudill
Officer, Wealth Management Client Associate - Resident Director Assistant
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.
Wendy C Phelan
Wealth Management Banking Specialist
Alfred Imbro
Trust Specialist
Jason Cline
Regional Lending Specialist
Bank of America, N.A.
NMLS #1054231
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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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.