Swartz-Watkins & Associates

Merrill Lynch Wealth Management
55 Southwestern Drive W.E.
Floor 01
Jamestown, NY 14701
(888) 485-2775
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Swartz-Watkins & Associates 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.
Swartz-Watkins & Associates
Merrill Lynch Wealth Management
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
Derek Watkins,

CRPC™

Senior Vice President, Senior Resident Director
716.485.2775
Michele Turk,

ChFC®,CPFA™,CRPC™

Vice President, Wealth Management Advisor
716.485.2757
Bethany Bushey
Wealth Management Client Associate - Resident Director Assistant
716.485.2782
Sadie Stuart
Wealth Management Client Associate
716.485.2776
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.
Kelly Marling
Wealth Management Banking Specialist
Nisheet Bonde
Investment Solutions Group Portfolio Strategist
Sherie L Allensworth
Wealth Management Lending Officer
NMLS #590004
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.