Tarver & Campbell Wealth Partners

Merrill Lynch Wealth Management
1 Cowboys Way
Frisco TX 75034
(940) 297.6938
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Mission Statement
Intentional, Thoughtful, Disciplined & Philanthropic
Welcome

Tarver & Campbell Wealth Partners exists to help families make confident decisions that endure. We believe wealth is not simply managed- it is stewarded through discipline, perspective, and long‑term thinking.

Families come to us during moments of complexity, transition, and opportunity. To meet those moments, our 15-member team brings more than 150 years of collective experience, aligned through a proprietary, end‑to‑end process designed to guide families from planning through implementation and ongoing stewardship. With access to Merrill’s global investment capabilities and the banking strength of Bank of America, we bring structure and discipline to complex decisions.

Over time, this approach has earned the trust of families who think beyond a single chapter. Today, more than 73% of our business is multigenerational, reflecting relationships built to last rather than transactions completed. As of June 27, 2025, we oversee $7.45 billion in assets and liabilities- a responsibility we view as trust earned, never assumed.

We believe there is always a math answer and a human answer- and the right decision is not always found on a spreadsheet. Clients experience a steady presence: a team that listens carefully, thinks long‑term, and remains engaged through every transition. The outcome is confidence grounded in sound advice, continuity, and stewardship- today, through life’s changes, and across generations.

Recognition
Jason Tarver
Managing Director, Wealth Management Advisor
Barron's "Top 1,200 Financial Advisors", 2023-2025
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023, 2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2021
(Published on February 11, 2021. Rankings based on data as of June 30, 2020.)
Show more recognition
Tarver & Campbell Wealth Partners
Forbes "Best-in-State Wealth Management Teams", 2023, 2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

With more than 150 years of collective experience, our team takes great pride in our long‑standing tenure with Merrill and in the strength of the relationships we have built with one another. This continuity has reinforced a core belief: enduring client relationships are earned through consistently exceptional service. As a result, proactive communication, timely responsiveness, attention to detail, and precision are fundamental to our culture and the way we serve our clients.

Each member of our team contributes distinct professional experience, areas of specialization, and advanced designations, allowing us to bring a broad and thoughtful perspective to your wealth management needs. We work collaboratively and intentionally, ensuring that every team member is familiar with each client relationship and positioned to provide seamless, personalized support.

As a multigenerational team, we recognize the value that diversity of perspective brings to our practice. Our range of experience across generations enhances our ability to communicate effectively, anticipate evolving needs, and build lasting relationships with every generation of your family. By integrating our collective knowledge and viewpoints, we are well equipped to support you and your family through each stage of your financial journey.

We place significant importance on spending time with our clients to develop a deep understanding of who you are, what matters most to you, and the goals you seek to achieve. Our disciplined and thoughtful communication schedule ensures regular, meaningful engagement—keeping you informed, aligned, and confident in the process.

Throughout our relationship, we strive to simplify the complexity surrounding your financial life. We keep you informed of relevant economic and market developments while continually refining your wealth management strategy to reflect changing circumstances and objectives. Every interaction is viewed as an opportunity to listen, learn, and deliver solutions that thoughtfully address your evolving needs.

Meet Our Team
Jason Tarver
Managing Director, Wealth Management Advisor
940.297.6938
Christopher Campbell,

CDFA®, CEPA®, SE-AWMA™

Senior Vice President, Senior Financial Advisor
469.294.7055
Malak Garcia,

ChFC®, CPFA®, CRPC™

Assistant Vice President, Financial Advisor
940.297.6940
Glenn May,

CFP®

First Vice President, Wealth Management Advisor
469.294.7951
James Royal,

CPM®

Senior Vice President, Wealth Management Advisor
940.297.6956
Stephen Weathers,

ChFC®, CFP®

Senior Vice President, Wealth Management Advisor
469.294.7075
Eric Wynn,

AWMA™, CFP®, CRPC™

Financial Advisor
469.294.7983
Miguel A Bernard,

CRPC™

Assistant Vice President, Wealth Management Specialist
469.294.7995
Mary Henry
Officer, Registered Senior Wealth Management Client Associate
940.297.6941
CHARU DAYAL
Registered Wealth Management Client Associate
469.294.7076
Jayden Shea McDougal
Registered Wealth Management Client Associate
940.297.6906
Jade Pinney
Wealth Management Client Associate
469.294.7083
Jill Gentry
Wealth Management Client Associate (FP)
940.297.6923
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.
Jeff A Frank
Senior Wealth Management Lending Officer
NMLS #620217
Bank of America, N.A.
Joyce M. Cortez
Wealth Management Banking Specialist
Merrill
Austin Bertrand
Wealth Strategist
Merrill
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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
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.
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.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.