Beers Wealth Management Team
Merrill Lynch Wealth Management
266 McLaws Circle
Williamsburg, VA 23185
(757) 220.5123
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As Merrill advisors, we can provide you with advice and guidance to help you develop a personalized financial strategy — and help you consider your risk tolerance, time horizon and liquidity needs.
Beers Wealth Management Team
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.

Recognition
Bryan Beers
Senior Vice President, Resident Director
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2023
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

The most rewarding aspect of being a financial advisor is making a real impact in people's lives. We are blessed to work with many multigenerational families in our practice and when you can be the trusted advisor for an entire family you can really make a difference In some of the most challening times in people's lives we are often their first phone call. If you believe our team would be a good fit for your family please contact us to setup a time to connect.

Meet Our Team
Bryan Beers,

CFP®, CPFA™

Senior Vice President, Resident Director
757.220.5123
Tammy Jenner
Assistant Vice President, Wealth Management Associate
757.220.5132
Emily E. Gardner,

CRPC™

Registered Wealth Management Client Associate
757.220.5126
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.
Suzie Light
Wealth Management Banking Specialist
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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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.
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.