BSMJ Group
13510 Ballantyne Corporate Pl
Charlotte, NC 28277
704.341.5149
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BSMJ Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.

Recognition
William Barlow
First Vice President, Wealth Management Advisor
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
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Evan Scott,

CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
704.341.5117
Katie Scott
No Officer Title, Investment Management Specialist
704.341.5148
Angela J Evans,

CRPC™

Assistant Vice President, Relationship Manager
704.341.5116
Niccole Calabria
Officer, Wealth Management Client Associate
704.341.5129
Alicia Ann Paris
No Officer Title, Wealth Management Client Associate (FP)
704.341.5159
Matthew Ramon Thomas
Wealth Management Client Associate
704.341.5137
William Barlow,

CFP®

First Vice President, Wealth Management Advisor
704.341.5126
Michael Jones Jr,

CPFA™

Senior Vice President, Sales Manager
704.341.5127
Brian Parrish,

AAMS™

Assistant Vice President, Senior Financial Advisor
704.341.5128
Danielle Danner,

CFP®

Assistant Vice President, Wealth Management Advisor
704.341.5149
Edison Miller
Vice President, Senior Financial Advisor
704.341.5147
Michael Jones
Financial Advisor
704.341.5038
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.