The DBS Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The DBS Group

Global Wealth Management

420 NORTH 20TH ST
Floor 26 Suite2600
BIRMINGHAM, AL 35203

Phone: (205) 326-9522
Email:

Directions to Branch

PROFESSIONAL STAFF

	(205) 326-9522	Vice President
	(205) 326-9568	Vice President
	(205) 326-9548	Investment Associate
	(205) 326-9588	Investment Associate
	(205) 326-9680	Registered Client Associate

PROFESSIONAL PROFILE

Sam Donnell joined Merrill Lynch in 1961. He works with clients to create wealth management strategies. Sam also helps clients focus on estate planning issues and works with their advisors in developing their estate plan.

Skip Donnell has been in the financial services industry since 1983. He joined Merrill Lynch in 1988 and holds the CFM designation. Skip assists clients in developing investment strategies to manage their personal and business finances.

Fran Buchan joined Merrill Lynch in 1994. He is an MBA and holds the CIMA® designation. Fran is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He assists clients in determining long-term financial goals and developing investment strategies to help clients achieve those goals.

Ric Sjostrom joined Merrill Lynch in 1995. Ric is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is an MBA, and holds the Chartered Financial Consultant and Certified Financial manager designations. Ric provides a wide array of investment services, including personal financial services and portfolio management.

Judy Pair joined Merrill Lynch in 2004 as a Registered Client Associate. She has provided administrative support to clients within the financial services since 1997.

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Sam H. (Skip) Donnell, III is registered to do business in: AL, AZ, CA, CO, FL, GA, IN, KY, LA, MS, NC, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

Francis Buchan is registered to do business in: AL, AZ, CA, CO, FL, GA, IN, LA, MS, NC, NM, NY, OH, OK, OR, SC, TN, TX, VA, WA

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