Barron's Recognize Top Wealth Advisors at Merrill Lynch

Recently, several wealth advisors in the Private Banking and Investments Group at Merrill Lynch in Atlanta, were recognized by Barron’s “America’s Top 1,200 Financial Advisors: 2015 State-by-State” list in Barron’s magazine.

• Ron Hughes has been with Merrill Lynch since 2000. Hughes Partners advises family groups throughout the United States, Europe, Israel, and Asia. The team focuses on providing an extraordinary level of service to an exclusive number of wealthy families.

• Jay Jowers has been with Merrill Lynch since 1983. Jowers focuses on the integrity and professionalism of client relationship management for Ponder, Higgins, Jowers & Associates, a wealth management team within the Private Banking and Investment Group at Merrill Lynch. He serves as the group’s investment banking and venture capital liaison, providing leadership in client interaction and acting as a hub for financial relationships, making certain that clients, prospects and other professional partners can access the resources they need.

• Bert Ponder has been with Merrill Lynch since 1983. Ponder helps clients weather a variety of markets and economic situations. He works closely with clients to develop holistic financial strategies designed to help them manage their wealth and address philanthropic and wealth transfer objectives. His goal is to empower families to be successful stewards of their wealth over multiple generations.

• Rod Westmoreland has been with Merrill Lynch since 1979. He and his team provide sophisticated financial advice to ultra-high net worth investors and families with a focus on total portfolio strategies including investment policy, wealth transfer, asset allocation and manager selection. Additionally, the Westmoreland Group has years of experience in the areas of portfolio management, trust services and diversification strategies.

• Buck Wiley III has been with Merrill Lynch since 2001. In 2004, he established the Wiley Team to provide a boutique approach to the investment needs of endowments, non-profits, affluent families and trusts. Wiley directs the team’s client offerings, including investment strategy, portfolio management, asset allocation, and income management.