Branch Office Profile
The Williamsburg office of Merrill Lynch has been open for eighteen years, beginning with former Merrill Lynch CEO and former United States Secretary of the Treasury, Donald T Regan, now deceased. We've grown since those humble beginnings to a current staff of twenty six associates. Our building is located on Route 60 at the entrance to the Busch Corporate Center. We have eighteen Financial Advisors and Investment Associates, as follows: Robert B Goetz, Senior Vice-President; Jason C. Rowe, Senior Vice-President; Steve Mattheisen, Senior Vice-President; John Gobble, Vice President; Breck Montague, Assistant Vice President; Erik Chaikin, Senior Financial Advisor, Teresa Denner, Assistant Vice-President; Kevin Lyles, Assistant Vice-President; Chris Walls, Amy Smoot, Byran Beers, Gary Hogenson, Brandon Groeger, Arthur Lundsten, Cheney Mitchell, John Arczynski, Amy Paschold and James R. Pierce, Senior Vice-President and Senior Resident Director. Collectively, we offer our clients 100s of years of investment experience. We help clients determine long-term financial goals and the appropriate strategies to meet those goals. Additionally, we help clients focus on their wealth management needs from creating and growing their wealth to protecting and preserving their wealth. We help prepare for distributions of wealth during life and at death in the most tax advantaged ways. The clients of our Williamsburg office have entrusted us with over a billion dollars of stocks, bonds and other securities and liabilities.