Whitman Wealth Management

Welcome to Merrill Lynch in Ponte Vedra Beach, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

River City Wealth Management is a financial services firm located in Jacksonville, Florida. The firm has a team of experienced financial advisors who help clients with comprehensive financial planning, asset/investment management, current cash flow and short term goal planning, tax planning, risk management, education planning, retirement planning, small business retirement planning, charitable planning, and estate planning. The firm's mission is to help clients achieve their financial goals by providing them with personalized advice and guidance.

Our team has spent decades helping clients make life-altering decisions with their wealth. Whether you are at or near retirement, buying or selling a business, making a career change, or desire to maximize your legacy for the next generation, we provide you with the blueprint for achieving Economic Freedom™. Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes. Deep experience with: Advising doctors, nurses, and executives at Mayo Clinic, Baptist Health, and other Northeast Florida hospitals. Executive compensation packages: We have a deep understanding of the RSUs, stock options, and concentrated stock positions at Jacksonville-based companies such as Johnson & Johnson, CSX, and Landstar Systems.