The L/A Group Team Photo

The L/A Group

Merrill Lynch Wealth Management
6000 Fairview Rd
Charlotte, NC 28210
(980) 282.1801
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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 L/A 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. 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.

Recognition
Peter Levinson
Senior Vice President, Senior Financial 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.)
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The L/A Group Team Photo
The L/A Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Focus On – High-Net-Worth Individuals and Families

Great wealth is not an end in itself. It is a way by which you can decide what you want to accomplish and with whom you wish to collaborate to pursue your goals. Our team is highly experienced about the challenges faced by individuals with substantial wealth.A limited client base helps ensure that substantial time and energy can be devoted to assessing and tailoring individual strategies for you. It also allows the team to be responsive to your personal goals and focus on those services that contribute to simplifying your financial life. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life.This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
Peter Levinson,

CPFA®, CRPS™

Senior Vice President, Senior Financial Advisor
980.282.1801
John Anderson,

CFP®

Senior Vice President, Wealth Management Advisor
980.282.1738
Joan E Mashburn,

CFP®

Vice President, Wealth Management Specialist
980.282.1771
Suzanne M Barry,

AWMA™, CFP®, SE-AWMA™

Vice President, Senior Relationship Manager
980.282.1795
Ryan Lindberg,

CFP®

Wealth Planner
980.282.1760
Jared Busby,

AWMA™, CEPA®

Financial Advisor
704.705.3332
Helen Nix
Registered Wealth Management Client Associate
980.282.1801
Christopher S Doyle
Senior Vice President, Senior Consultant
980.282.1764
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.
Scott Griffin
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #112175
Jeff M Schappell
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Elizabeth W. Terrell
Senior Trust Officer
Bank of America, N.A.
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 Plans Specialist™, CRPS™, and the CRPS™ 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 Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.