O
n March 29, Merrill Lynch held a breakfast seminar at the beautiful
Henderson Resort in Destin. The limited seating event which was hosted by
the Managing Director of the Southern Gulf States Market David Oberman,
was put together for both the clients and advisors of the markets in Destin,
Fort Walton Beach, Pensacola, Dothan and Mobile. Mary Ann Bartels, who is the Author
of RIC Report, the widely used publication which advisors use as a resource to make
strategic and tactical decisions for their clients at Merrill Lynch, was the main speaker at
the event. Advisors invited their clients to hear directly from Ms. Bartels who possesses
a wealth of knowledge on the economy and the stock market, explained why the feds
weren’t raising interest rates, and advised against hitting the panic button and selling as
soon as the market fluctuates. She said her goal was to provide firsthand information to
help her guests make sound decisions when it comes to the stock market.
photos & story by
Zhalman Harris
VIP Destin at The Henderson Resort
Merrill Lynch
Breakfast/Seminar
42 | VIPDestinMagazine.com
Teresa Bechard & Aja Nixon
Howard Joe, Nick Allen, Joe Crews & Dylan Freundlich
Steven Clay, David Oberman, Ike Brown & Mike Sears
Cheree Anderson & Katie Finkel
JD Peacock & Ken Hair
Gary Gordon & Michael Prewitt
42 Event_MerrilLynch_May19.indd 1
4/25/19 9:52 AM