As a Merrill Lynch Financial Advisor since 1979, Doug Justice is an experienced industry professional who has built a noteworthy career helping investors achieve long-term financial success. Whether he’s assisting individuals with their retirement and legacy planning needs or foundations, associations and endowments with complex financial strategies, Doug bases every engagement on the tenets of trust and integrity. This high standard helps clients eliminate complexity, streamline recommendations and achieve their goals. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage clients strategies on a discretionary basis.
To best support clients’ objectives, Doug develops a disciplined asset allocation around one of five basic investor profiles using custom investment management strategies. His thorough, diligent and multifaceted approach helps clients manage the vast marketplace with relevancy throughout their various stages of wealth. Consequently, he has supported many clients for over three decades, engaging in mutigenerational relationships as family members plan for passing on a meaningful legacy while enjoying the financial life they desire.
By upholding quality service to select investors, Doug provides the level of attention and care affluent clients desire for lasting success. He and his wife, Mary, have been married for over 35 years, and have a son and daughter-in-law, Clint and Kimberly and grandson, Jonathan. When he’s not in the office, Doug enjoys exercising, traveling, geneology and learning the German language.
Since the beginning of his financial services career in 1981, Benny's area of emphasis has been portfolio management. His focus has been on the creation of investment strategy, asset allocation recommendations and portfolio construction/security selection.
Prior to joining Merrill Lynch, Benny served on the Portfolio Management Advisory Councils of both Oppenheimer and Morgan Stanley. Benny also holds the designation of Certified Investment Management Analyst® (CIMA®) awarded by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Wharton School of Business, University of Pennsylvania. He holds a Bachelor's degree in Economics from Kennesaw State University and has Certifications of Portfolio Management from The Babson School of Executive Education in Boston, DePaul University in Chicago and The University of Chicago Booths School of Business. He also holds the Series 7, 31, 63 and 65 FINRA registrations.
In his spare time Benny serves on The Board of Trustees of the Atlanta International School and the Alliance Theatre of The Woodruff Art Center. Benny and his wife, Roxanne, have two children, Leila and Sofia. His hobbies include skiing, mountain biking and traveling.
Jordan is driven to provide personalized wealth management strategies high-net-worth individuals desire. He holds the CERTIFIED FINANCIAL PLANNER™ certification; Certified Investment Management Analyst® (CIMA®) certification; and Chartered Retirement Planning CounselorSM designation. His focus is providing customized wealth strategies and personalized client service. Always acting with integrity and having the best interest of clients in mind, Jordan strives to help clients find clarity and strength in their financial future. From helping business owners and families preserve and grow wealth, to assisting retirees and professionals with retirement and legacy planning, Jordan brings diligence and foresight to every financial step.
Prior to joining Merrill Lynch, Jordan has supported investors’ financial services planning needs since 2006, gaining invaluable experience customizing recommendations specific to each client. Today, he applies this attention to detail in his client relationships, always working hard helping clients to achieve their financial goals — whether he’s addressing equities, hedge funds, managed futures or other financial strategies.
Jordan graduated from Berry College with a bachelor’s degree in finance and economics. Jordan is married to Michelle, and they enjoy spending time with their children, Madison and Jacob.
Under the direction and leadership of Mary Ellen Garrett, Senior Vice President –Wealth Management Advisor, The Garrett Group provides clients with 35 years of solid industry experience at Merrill Lynch. Within Merrill Lynch, The Garrett Group is a leader in the firm’s wealth management line of business, striving to offer exceptional capabilities in wealth planning and investment and financial management to high net worth individuals, families, family offices, corporations, charitable gift programs, endowments and foundations.
Mary Ellen is a frequent guest speaker at seminars and is recognized for her commitment to professional excellence, client trust and community service. In 2018 she was named to Forbes "America’s Top Women Wealth Advisors" list in 2018*, Forbes “Best-instate Wealth Advisors” list*, and in 2017 she was named to Forbes “Top Women Advisors” list*, as well as being recognized out of close to 60,000 Merrill Lynch employees worldwide as a recipient of the 2015 David Brady Award.*
In the Atlanta community Mary Ellen serves as Chair of the Mercy Care Foundation Board. She is also the Chair of United Way of Greater Atlanta’s Alexis de Tocqueville Society, and is an Ivan Allen Member. She is also a United Way Worldwide board member in Washington, D.C.
Mary Ellen has been married to Scott for 35 years and has three children and one grandchild. Alex who is married and lives in Atlanta, Anna who lives with her son, Aiden, in Atlanta, and Patsy, who is her business partner at Merrill Lynch and lives in Atlanta.
Merrill Lynch Wealth Management
Merrill Lynch is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,796 financial advisors and $2.1 trillion in client balances as of December 31, 2018, it is among the largest businesses of its kind in the world. Bank of America Corporation, through its subsidiaries, specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Within Merrill Lynch, the Private Banking and Investment Group focuses on the unique and personalized needs of wealthy individuals, families and their businesses. These clients are served by approximately 200 highly specialized private wealth advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch is part of Bank of America Corporation.
