Charles E. Layton III, CRPC®, Senior Vice President-Wealth Management, graduated from the University of Georgia in 1963 with a BBA degree in General Business. He began his investment career in 1965, joining Merrill Lynch in 1979. Charles holds the Chartered Retirement Planning CounselorSM designation. His responsiblities are client planning, investment strategies and guidance to help clients meet their financial goals and the structuring and monitoring of client portfolios utilizing the vast resources of the firm.
William M. "Mitt" Layton, Assistant Vice President and Investment Associate, attended Florida State University, graduating from Valdosta State University with a BBA degree in Business Management. He became a financial advisor in 1973 and specializes in fixed income investments. Mitt also structures, reviews and monitors client portfolios.
Debra A. Guthrie, Senior Registered Client Associate, graduated from Eastern Michigan University with a Bachelor of Science degree in Communication Technology. She joined Merrill Lynch in 1994 and manages client administrative services.