LL35 Directory FINAL FINAL LL Lakeland Directory_17-18 | Page 13

Professional Description: owns a financial advisory practice under the ameriprise financial umbrella. Works with individuals, families, and businesses to create customized, goal-based financial plans and investment strategies. Experience & Qualifications: aamS® (accredited asset management Specialist), apma® (accredited portfolio management advisor), and cltc® (certification in long-term care). began financial management career at merrill lynch in 2003. Worked at oppenheimer & co. for two years before moving to the independent channel at ameriprise. Education & Training: bachelor of arts in economics, Virginia tech. Community Service: board member, lakeland Volunteers in medicine; rotary club of lakeland South. K EVIN M. M C W ILLIAMS Financial Advisor Ameriprise Financial 1910 Lakeland Hills Blvd Lakeland, FL 33805 [email protected] Phone: [phone] Awards: best dad 2015 (according to his coffee mug). Interests: family vacations, rugby, and golf. Professional Description: as an elder at fpc, he has served on the evangelism, communications, stewardship, and worship committees, as well as the church’s recent visioning committee in 2016. currently, merritt oversees the implementation of recommendations from the visioning process. he participates in weekly and monthly meetings, helps lead parts of worship services as needed, volunteers at events such as Journey to b ethlehem, and helps strategize and develop marketing and communications plans. Experience & Qualifications: Volunteered and served on committees at fpc since participating in youth group in 1998. professionally, he worked at e ledger before moving to Southeastern University in 2010 where he is now executive director of marketing. merritt has worked in a broader marketing capacity in areas such as social media, web development, outdoor/display ads, content marketing, and other areas. he has served on multiple strategic planning and visioning teams in professional and community settings, and enjoys that process. B RANDT W ILLIAM M ERRITT Ruling Elder First Presbyterian Church of Lakeland 175 Lake Hollingsworth Rd Lakeland, FL 33801 [email protected] Phone: [phone] Education & Training: master of business administration, Southeastern University (2013); bachelor of Journalism, University of missouri (2006); lakeland Senior high School (2002). Community Service: elder, first presbyterian church; board of directors, explorations V children’s museum; advisory board, Imperial Symphony orchestra; board of directors, 4-ball Invitational; emerge Serves board service training. Awards: best in Sports, florida Society of newspaper editors (2009); best project reporting, associated press Sports editors (2009); gold award for copywriting & Social media, polk ad federation (2013). Interests: reading biographies, leadership, theology, and history books, writing/blogging, golf, fantasy football, traveling, and spending time with his wife and two daughters.