Financial Advisor, Merrill Lynch

The ARH Group

Global Wealth Management

THE MERRILL LYNCH BUILDING
355 HAWTHORNE LANE
ATHENS, GA 30606

Phone: (800) 637-1152
Email:

Directions to Branch

PROFESSIONAL STAFF

(706) 552-2090Financial Advisor
(706) 552-2091Financial Advisor
(706) 552-2111Wealth Management Advisor
(706) 552-2112Registered Senior Client Associate
(706) 552-2092Registered Client Associate
(706) 552-2069Registered Client Associate

PROFESSIONAL PROFILE

Brooks Arnold, Senior Vice President, Investments

Brooks joined the Palm Beach office of Merrill Lynch in 1976. He and his wife, Kim, moved to Athens in 1981. A graduate of Emory University, Brooks focuses on providing financial and wealth management services with an emphasis on individual securities, long term investment strategies and value added client services. Brooks has more than 31 years of experience in the financial services industry.

Benjamin R. Roberts, III, Vice President

Benjamin joined the Merrill Lynch office in 1983. Ben concentrates on developing and monitoring asset allocation models, alternative investments and overall portfolio strategies including the selection of portfolio managers. A graduate of the University of Georgia, he has an MBA in Finance and has over 27 years of experience in the financial services industry.

J. Gary Hudson, First Vice President, Investments

Gary, a Wealth Management Advisor, joined Merrill Lynch in 1993 and has been Resident Director of the Athens office since 2002. A graduate of Valdosta State University, Gary is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., with over 17 years of experience in the financial services industry. Gary focuses on wealth management and the financial strategies that it entails. This includes Insurance, Lending & Estate Planning.

Jodi Caputi, Senior Registered Client Associate

Jodi joined Merrill Lynch in 1992. She has been working in the financial services industry for over 20 years and is fully registered with the SEC and NASD. Jodi brings with her an unsurpassed level of dedication as she deals directly with clients in account structuring, loan applications, lines of credit, service features, and lending issues.

Ted Schaefer, Registered Client Associate

Ted re-joined Merrill Lynch in 2006 after 3 years spent in the field of education. Ted concentrates on servicing retirement plans and participants, organizing personal lending solutions and working with the team to implement personalized wealth management strategies for our clients. A graduate of Vanderbilt University, Ted and his wife Molly live in Athens.

Jacquelyn Rothman, Registered Client Associate

Jacquelyn joined Merrill Lynch in 2006. She has three years in financial services industry. She is registered with her Series 7 and Series 66. Jacquelyn focuses on providing clients account service support, information on Merrill Lynch products, market research, and provides compassion while handling estate issues. A graduate of the University of Georgia, Jacquelyn and her husband Jeff live in Athens.

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F. Brooks Arnold is registered to do business in: AK, AL, AR, CA, CO, CT, FL, GA, KY, LA, MA, MD, ME, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

J. Gary Hudson is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Benjamin Roberts is registered to do business in: AK, AL, AR, CA, CO, CT, FL, GA, KY, LA, MA, MD, ME, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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