Setzer Souza Childers Team Photo
Setzer Souza Childers
Merrill Lynch Wealth Management
380 Knollwood St Suite 430
Winston-Salem, NC 27103
(336) 721.3212
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Mission Statement
Our team cares enough to take the time to guide you through life’s tough issues. Many times, we work to help each generation of the families we serve. Clients benefit from a relationship that allows them to understand the options available to them, the financial paths they can take, and the best way to achieve their financial goals. Our experience coupled with our dedication to each client enables us to help each client navigate the complexity of their financial lives.
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.

Recognition
John Setzer
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Show more recognition
Meet Our Team
John Setzer,

AWMA™

Senior Vice President, Senior Resident Director - Wealth Management Advisor
336.721.3212
JoBeth Souza,

CPFA™, CPWA®, CRPC™

Senior Vice President, Wealth Management Advisor
336.721.3222
Forrest Childers,

CFP®

Senior Vice President, Wealth Management Advisor
336.721.3214
John Childers
Senior Financial Advisor
336.721.3213
William Childers,

CFP®

Senior Financial Advisor
336.721.3247
Grant Miller
Financial Advisor
336.721.3232
Jessica Barger,

CRPC™

Assistant Vice President, Relationship Manager
336.721.3252
Dominic Michael Esposito,

CRPC™

Wealth Management Specialist
336.721.3243
Amy E Simmons
Assistant Vice President, Wealth Management Associate
336.721.3228
Nathan William Plybon,

CRPC™

Registered Wealth Management Client Associate
336.721.3219
Stephanie Prow
Wealth Management Client Associate (FP)
336.721.3242
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.
Rosemary Coldebella
Senior Wealth Management Lending Officer
NMLS #589376
Corey White
Wealth Management Banking Specialist
Louis Li
Alternative Investments Sales Desk Specialist
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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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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.