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  1. Jan 12, 2023 · Merrill Lynch Wealth Management. 824 A1a N. Ponte Vedra Beach,FL 32082. Directions. (904) 273-7124. Contact us. Learn more about an advisor's background on. FINRA's BrokerCheck. The Pajcic Group is a goals-based wealth planning team, where personalized service and financial education meet in a welcoming family atmosphere.

  2. I have been in the investment business over 55 years, starting my career in July 1965, joining Merrill in 1979. My greatest passion is diligently working to help clients and their families...

    • 132
    • Merrill Lynch Wealth Management
    • University of Georgia
    • 133
  3. Charles Layton is a financial advisor based in Ponte Vedra Beach, Florida who has 40 years of industry experience. Layton is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. L...

  4. Their current role is with Merrill Lynch Pierce Fenner & Smith Incorporated. Charles Layton has previously passed the Series 63 and Series 65 examinations, and is registered to provide investment advice in Florida. Charles Layton may also provide advisory services in other states under an applicable state exemption from registration or notice ...

  5. · To check the background of an investment adviser firm or representative, you can search for the firm or individual in BrokerCheck. If your search is successful, click on the link provided to view the available licensing

  6. 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 ...

  7. Apr 15, 2023 · SmartAsset compares Merrill Lynch and Charles Schwab based on usability, trade experience, offerings and cost. Learn more here.

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