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