PROFESSIONAL PROFILE
Todd Starkey believes strongly in continuing his education to better serve our clients and has demonstrated this by attaining the following professional designations: Certified Financial Planner certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Chartered Retirement Planning Counselor and a Certified Investment Management Analyst. Todd serves on the board of Community Foundation of Brevard and Junior Achievement of East Central Florida. Todd is also very involved with his church and Holy Trinity Episcopal Academy where his son, Matthew and daughter, Katherine, attend. Todd has been happily married to Pamela for the past 15 years.
Candace Pelham is a Senior Associate who has been with Merrill Lynch for the past 20 years. She specializes in all areas of client service and works exclusively with the clients of the Starkey Group to provide them with the ultimate client experience. Candace's main client focus includes; mortgages, HELOCs, and other liability products as well as long-term care and term insurance quotations and service. She is very active within the community and spends much of her free time supporting the many athletic pursuits of her two children, Kaitlyn and Andrew. Candace lives in Viera, FL.
Rebecca King is a three year member of the Starkey Group and has been providing an exceptional client experience for Merrill Lynch clients for the past four years. She manages all of the day-to-day administrative and account maintenance issues for the Starkey Group. Rebecca's main client focus includes Merrill Lynch Online and all of the Banking/Cash Management services. These services include checking accounts, credit/debit cards, direct deposit, funds transfer and web bill payment. Rebecca is very involved with her church and Wad Christian Academy where her daughter, Sarah, is a high school senior. She and her husband Ricky live in Rockledge, FL.
The Starkey Group relies on their combined experience as entrepreneurs, business leaders, Fortune 500 and securities industry professionals to understand diverse wealth management issues through the eyes of their clients. They're especially able to relate to and address the pressures that their clients feel and are sensitive to how significant levels of wealth can change lives.
Regardless of their chosen profession, clients who have attained a significant level of wealth require sophisticated financial strategies and solutions to protect their future. Our proactive management approach, combined with a service focus that revolves around sharing their clients' passions, help clients realize maximum benefits from their Merrill Lynch relationship. As their financial lives become simpler, the pressures clients experience in their daily lives become more manageable.
Located on Merritt Island, the Starkey Group serves high-net-worth individuals, corporate executives, business owners, and medical professionals who care about the goals they have for their future. Clients work with our Group which includes a team of experienced financial professionals. We rely on learning about what matters most to you and your family, to drive the preparation and implementation of strategies that seek to create, grow and preserve your wealth. We will support you throughout your lifetime, monitoring and tracking your progress toward your goals and making adjustments as needed to preserve wealth for the next generation.
Helping you manage and preserve wealth often involve multiple strategies and specialized skills. When appropriate, our professionals will brief and introduce you to legal professionals and other advisors whose expertise you may need. In addition, we can supplement our strengths in the following areas by calling on an extended Merrill Lynch family of experts, including:
- Business Valuation and Succession Strategies
- Retirement Income Solutions
- Intergenerational Wealth Transfer
- Trust, Estate and Philanthropic
- Business and Personal Credit and Banking