ADVISOR BIO

Jill Otto is a financial advisor with over 12 years of experience in the financial industry. She joined Merrill Lynch in October 2019 and is registered to provide investment advice in Florida and Texas. Jill has a strong background in financial planning, investment management, and wealth management. She is also a skilled communicator and enjoys building relationships with clients to understand their financial goals and objectives. Jill has a proven track record of success in helping clients achieve their financial goals. Prior to joining Merrill Lynch, Jill worked at J.P. Morgan Securities LLC.

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ADVISOR BIO

Jill Suzanne Conrad is a financial advisor with Morgan Stanley. Jill is licensed to offer financial advice in Florida and Texas. Jill has been in the industry since 2016 and has held previous roles at Ameriprise Financial Services, LLC.

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ADVISOR BIO

Jill Spatola is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jill has been in the financial services industry since 1998. Jill has a broad range of experience in the financial services industry, having worked for several firms. Jill is also licensed to provide investment advice.

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ADVISOR BIO

Jill Alexandria Russo is a financial advisor registered with Raymond James & Associates, Inc. in Florida. Jill has been in the financial services industry since 2010 and has extensive experience providing financial planning and investment management services to individuals, businesses, and institutions. Jill is passionate about helping clients achieve their financial goals and believes in a personalized approach to financial planning.

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ADVISOR BIO

Jill Morgan Griffin has been in the financial services industry since 1996. Jill Morgan Griffin is currently a registered representative with Wells Fargo Clearing Services, LLC. Jill Morgan Griffin has been with Wells Fargo Clearing Services, LLC since 2000 and is registered in Florida and Georgia. Jill Morgan Griffin also has a Series 6 and Series 63 licenses.

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ADVISOR BIO

Jill Andrea Sherman is a financial advisor with over 27 years of experience in the financial services industry. Jill is currently registered with The Ameriflex Group and has held previous positions at SagePoint Financial, Inc., Equitable Advisors, LLC, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, and Gibraltar Securities Co. Jill has a broad range of experience working with high net worth individuals, corporations, and other businesses. She has a strong understanding of financial planning, investment management, and insurance products and services. Jill's goal is to help clients achieve their financial goals by providing personalized financial advice and guidance.

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ADVISOR BIO

Jill Bruenning is a financial advisor with Morgan Stanley. Jill has been working in the financial services industry since 2003 and has experience at firms like Citigroup Global Markets Inc., Morgan Stanley DW Inc., Wachovia Securities, LLC and Prudential Securities Incorporated. Jill is registered with the state of Florida and holds a Series 7, 9, 10 and 66 license. Jill specializes in providing financial planning, portfolio management and asset allocation advice to a variety of clients.

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ADVISOR BIO

Jill Robinson is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC in Pensacola, FL. Jill has been in the financial services industry since 1994 and has a strong background in investment company products and variable contracts. Jill has been registered with Wells Fargo Clearing Services, LLC since 2012 and has a Series 6, Series 63 and SIE licenses. Jill is also registered in Florida and Georgia. Jill provides financial planning and investment advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Jillian Lopez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jillian has been in the securities industry since 2008. Jillian's prior registration was with Stanchart Securities International, Inc. Jillian has Series 66, Series 7, and SIE licenses and is registered to offer securities in Delaware, Florida, New York, Texas, and Virginia. Jillian specializes in portfolio management for individuals and businesses, as well as pension consulting. Jillian is also a committee member of The Kevin Garcia Foundation Inc., a non-profit organization that helps at-risk children with economic and health barriers. Jillian is also the owner of Save the Date LLC, an event planning and coordinating business.

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ADVISOR BIO

Jim King Mui is a financial advisor with over 30 years of experience in the industry. Jim is currently registered with JKM Wealth Management Inc. in Boca Raton, Florida. Jim specializes in providing financial planning, pension consulting, and portfolio management for individuals. Jim has also held positions at several other firms over the years, including Raymond James Financial Services, Inc., Purshe Kaplan Sterling Investments, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jim has a strong track record of success in helping clients achieve their financial goals. Jim is committed to providing personalized service and building long-term relationships with clients.

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