PROFESSIONAL PROFILE
Dedicated to putting clients and their financial goals first, The Cross Group believes in long-term relationships with clients.
David Cross is a Vice President who joined Merrill Lynch in 2006. With over 17 years of experience, he focuses on communicating complex ideas in a simple way. David has developed a successful business and extensive experience in working with individuals, families and businesses. David manages client portfolios within the Personal Investment Advisory Program.
He earned a B.S. degree in Finance from Auburn University. A native of Atlanta, he has resided in Suwanee, GA for over a decade. David and his wife, Shawn, have two children, a son Chase and a daughter Blake. He is an active member of the Gwinnett Chamber of Commerce - Chairman's Club and the Georgia Association of Business Brokers. David serves on the Board of Trustees for the Georgia Council on Economic Education and is on the advisors board for the Community Foundation for Northeast Georgia.
Jennifer Wieland, CFP© is an Assistant Vice President with over 14 years of experience in the financial services industry. She joined Merrill Lynch in 2006. Jennifer helps clients determine long-term financial goals and implements their financial planning strategies. She specializes in retirement planning. She earned the distinguished CERTIFIED FINANCIAL PLANNER™ certification in 2003.
Jennifer is a graduate of Clemson University with a B.S. degree in Financial Management. Jennifer resides in Alpharetta with her husband, Mark and daughter, Meredith.
Janel Brooks: As a Client Associate with over 9 years of experience with some of the top firms in the financial services industry, Janel began her current position with Merrill Lynch in 2007. She has gained the knowledge and experience essential to providing sales and client support, as well as a familiarity with operations and compliance. She provides superior client communication and is committed to providing clients with the highest level of personal service.
Janel earned her BA in Economics with a minor in Psychology from the State University of New York at Albany. She is fully registered and also holds her Life, Health and Variable licenses. Janel currently resides in Gainesville with her husband.