PROFESSIONAL PROFILE

Robert B. Goetz, Jr. joined Merrill Lynch in 1981 after earning an Economics degree from the College of William & Mary. Rob has over 28 years of wealth management experience and focuses on estate planning issues. Rob is an active member of the William & Mary Alumni Association, Order of the White Jacket, and the Peninsula Food Bank.

Jason C. Rowe joined Merrill Lynch in 1996. He is a graduate of Christopher Newport University with a B.S. in Business Administration. Jason offers over 13 years of expertise in high-net-worth management and is a Portfolio Manager in the Personal Investment Advisory Program and is a Chartered Retirement Planning Counselor.

Erik Chaikin has been in the Financial Services Industry for the past ten years, the last seven with Merrill Lynch. He holds the Charter Life Underwriter designation and is a candidate for the Certified Financial Planner™ and is a Practice Management Development Trainer for new Merrill Lynch employees. Erik graduated from James Madison University with a B.S. degree in Corporate Communications. He is an usher at Bruton Parish Church and a volunteer for Meals on Wheels.

Teresa L. Denner joined Merrill Lynch in 1998. Teresa graduated from the University of Maryland with a Bachelor of Science in Education and The College of William & Mary with a Masters in Business Administration. Teresa has also achieved her Certified Financial Planner™ designation and has more than three decades of financial advising experience. She is a past president of the Oyster Point Kiwanis and has been a Kiwanis member for over 15 years and a member of the Peninsula Women's network for over 20 years.

Amy A. Paschold joined Merrill Lynch in 1997 as a Financial Advisor. Amy is a graduate of the University of Georgia and holds the Certified Financial Manager designation. She has over 15 years of investment management experience and specializes in private wealth management and financial planning.

Daniel L. Carlile joined Merrill Lynch in 2006. He is a graduate of The University of Virginia with a degree in Economics. Dan is an Investment Associate and focuses on financial planning and portfolio construction. Dan has earned his Certified Financial Planner™ and Chartered Retirement Plans Specialist designations.

Diane Williams has been with Merrill Lynch since 2001. Her previous experience was a Trust Officer with a local Trust Department. She is a Registered Investment Associate has been in the financial industry for over 20 years.

Debra Braisted has been with Merrill Lynch since 1978. She brings over 30 years of experience in the securities industry and is a Senior Registered Client Associate. Debra handles account administration and client relations.

Susan Berry has been with Merrill Lynch since 1998. Sue is a Senior Registered Client Associate who recently joined the GRC Partners from the Merrill Lynch office in Boston. Sue handles account administration and client relations.