JCMB Wealth Management Group

Merrill Lynch Wealth Management
1 Cowboys Way
Frisco, TX 75034
(469) 294-7092
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As your Merrill advisors, we can offer advice, guidance and long-term planning for investment strategies that also consider — as we collaborate — your life goals, risk tolerance, time horizon and liquidity needs.
JCMB Wealth Management Group
Merrill Lynch Wealth Management
Welcome

As Merrill advisors, the focus in working with you is to develop a customized financial approach for you. Our planning process places you at the center of attention, not the market. Working with us means you have a caring advisor helping you pursue your goals. The team is committed to understanding your unique concerns, priorities, and financial resources. We will meet with you, as needed, to sort through your financial complexities, measuring progress against goals, not just market benchmarks.

Recognition
Cody Bradshaw
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
JCMB Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Welcome

As Merrill advisors, the focus in working with you is to develop a customized financial approach for you. Our planning process places you at the center of attention, not the market. Working with us means you have a caring advisor helping you pursue your goals. The team is committed to understanding your unique concerns, priorities, and financial resources. We will meet with you, as needed, to sort through your financial complexities, measuring progress against goals, not just market benchmarks.

Meet Our Team
John R Jones,

CFA

Senior Vice President, Senior Consultant
469.294.7090
Cody Bradshaw,

CPWA®

Senior Vice President, Wealth Management Advisor
469.294.7092
Nathaniel Donnelly
Senior Vice President, Senior Financial Advisor
469.294.7094
Julie J. Cichy
First Vice President, Senior Consultant
469.294.7091
Michael Fontenot,

CFP®

Vice President, Wealth Management Advisor
940.297.6964
Cynthia Q Tran-Alecio
Assistant Vice President, Wealth Management Associate
469.294.7096
Shruti N Vasa
Officer, Registered Wealth Management Client Associate
469.294.7097
Liz Farris
Wealth Management Client Associate
469.294.7095
Emily Selin
Registered Wealth Management Client Associate
469.294.7099
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.
Joseph Michael Cuff
Structured Credit Executive
Ryan Walker
Wealth Management Banking 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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.