The Burns, Annin & Mitchell Group

Merrill Lynch Wealth Management
13510 Ballantyne Corporate Pl
Charlotte, NC 28277
(704) 341.5011
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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.
The Burns, Annin & Mitchell Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Meet Our Team
Joel Burns,

CPFA™

First Vice President, Senior Financial Advisor
704.341.5122
William Annin,

CPFA™

Vice President, Senior Financial Advisor
704.341.5018
William Mitchell,

CFP®

Assistant Vice President, Investment Management Specialist
704.341.5146
Taysha  Hogarth
Taysha Hogarth
Wealth Management Client Associate
704.341.5011
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.
Deborah S Smith
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505114
Merrill Lynch Logo
Milena Kosenko
Wealth Management Banking Specialist
Merrill
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.