Brawley, O'Regan and Associates

Merrill Lynch Wealth Management
620 S Tryon St
Charlotte, NC 28255
(704) 339.2090
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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.
Brawley, O'Regan and Associates
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
Jack Brawley
Senior Vice President, Senior Financial Advisor
704.339.2095
Brian O'Regan,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
704.339.2090
Sharon Santizo
Officer, Registered Senior Wealth Management Client Associate
704.339.2039
Carson Rose Tennyson
Registered Wealth Management Client Associate
704.339.6990
Adam Growley,

CFA

Vice President, Wealth Management Advisor
704.339.6970
Cathleen Morales
Wealth Management Client Associate
704.339.6926
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.