2025 Midyear Outlook: On the road to recovery
Watch this webcast from our Chief Investment Office for insights on how you can prepare for the second half of the year, to help you make the most of the current investment landscape.
Fort Worth, TX
Merrill Lynch Wealth Management Office
301 Commerce St
Fort Worth, TX 76102
817.335.3751
817.335.3751
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Office Management Team (L to R):
Dana Perry - Senior Market Supervision Manager
Aaron Gutierrez - Resident Director-Southlake; Senior Vice President
Stephanie Addison - Market Client Relationship Manager
Brandon Hamilton - Resident Director-Lubbock; Senior Vice President
Kerry Williams - Market Supervision Manager Assistant
Scott McConaghy - Market Executive-Fort Worth & Associates
Bart Bonney - Resident Director-Southlake; Senior Vice President
Yashica Hill - Market Executive Assistant
Jimmy Newcomb - Senior Resident Director-Abilene; Senior Vice President
Erick Diaz - Market Supervision Manager
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Office Management Team (L to R):
Dana Perry - Senior Market Supervision Manager
Aaron Gutierrez - Resident Director-Southlake; Senior Vice President
Stephanie Addison - Market Client Relationship Manager
Brandon Hamilton - Resident Director-Lubbock; Senior Vice President
Kerry Williams - Market Supervision Manager Assistant
Scott McConaghy - Market Executive-Fort Worth & Associates
Bart Bonney - Resident Director-Southlake; Senior Vice President
Yashica Hill - Market Executive Assistant
Jimmy Newcomb - Senior Resident Director-Abilene; Senior Vice President
Erick Diaz - Market Supervision Manager
About the Branch
About Us
About Us The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.
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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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