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
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.

Meet Our Team
Michael Truitt,

CFP®, CPFA™

First Vice President, Senior Resident Director
410.213.8812
Patrick Sears,

CPFA™

Senior Financial Advisor
410.213.8814
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
Merrill
Alfred Imbro
Trust Specialist
Merrill
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.