Join us at Lakewood National Golf Club, home of the LECOM Suncoast Classic, to hear three successful women discuss their personal story, what trends they’re seeing with women in business and how their work in their communities is helping women with diverse backgrounds and objectives pursue their goals. Sponsored by Merrill – A Bank of America Company.
Enjoy tours of Lakewood National and a chance to win raffle prizes, after the event.
Michelle Mayer is the founder and leader of Mayer Brodnik and Associates within Merrill Private Wealth Management. Michelle co-directs a wealth management team that caters to the distinctive needs of ultra-affluent individuals and families. She leads a holistic approach that integrates and streamlines multiple aspects of clients’ financial lives, helping families chart their paths forward in a thoughtful and deliberative manner. Throughout her career, Michelle has focused on the needs and priorities of accomplished families. She has in-depth experience in retirement strategy, asset allocation, asset location, multi-generational trust and estate planning services, business succession, and tax-sensitive investment management and wealth transfer.
Prior to joining Merrill, Michelle served as a Director at Barclays Wealth in the Americas, where she provided asset management and wealth strategy for ultra-affluent families, trusts and foundations. She also served as a Principal with Alliance Bernstein LP in Washington, DC. Michelle began her professional career in 1997 practicing corporate and partnership tax law, and trust and estate law with DLA Piper US LLP in Baltimore, Maryland.
Michelle holds a B.A. in German and Politics, Summa Cum Laude, from Wake Forest University and a J.D. from Georgetown University Law Center, where she was an Editor of the Tax Lawyer and focused on tax and business law.
On the national stage, Michelle is a frequent keynote speaker on matters pertaining to women’s investment concerns, as well as investment allocation and asset location strategies for wealthy families.
In her free time, Michelle enjoys competing in Ironman triathlons and growing heirloom tomatoes. She resides in Naples, Florida.
Barron's "America's TOP 1200 Advisors" list in 2019*
Forbes "America’s Top Women Wealth Advisors" list in 2018, 2019.**
Forbes “Best-in-State Wealth Advisors” list in 2018, 2019***
Working Mother/SHOOK Research’s “Top Wealth Adviser Moms” in 2017, 2018****
As the Sarasota/Manatee Market Manager, Jamie works closely with the Sarasota/Manatee Market President and local leadership team to create and deliver a focused strategic market plan. A plan that aims to improve Bank of America’s ability to drive business, make a positive impact in our community, and increase employee engagement.
Jamie holds a Bachelor’s Degree in Sociology from University of Tampa and her Master’s in Public Administration from Strayer University and has been with Bank of America since 2010 leading within the Local Markets Organization serving multiple markets from Florida to Maine. Prior to joining the Bank, she spent six years making impacts in the communities through nonprofit sectors, including grant writing for HARC Challenge Foundation and directing fundraising events at American Lung Association of the Southeast.
Jamie is a great advocate for diversity and inclusion. She serves on several nonprofit boards including CareerEdge, CareerSource Suncoast and The Haven. She was recently named one of Tampa Bay Business Journal’s 40 Under 40, as one of the most influential young people in Tampa Bay. Jamie enjoys volunteering, helping others and the environment, is an amateur pool shark, and avid cook. Along with her husband Bob and two sons (Kenny and Vinny), the Kahns’ family loves Florida life on the water.
Allison joined the Grapevine family in 2017 as president and owner after a decade working in advertising for the #1 media company in the country. Her focus on enhancing client brand awareness and executing integrated marketing campaigns in broadcast, events and digital/social made her the perfect fit for the Grapevine culture.
As a graduate of the esteemed University of Kansas School of Communications, Allison launched her professional career working with the Marketing Director of the Kansas City Royals and coordinating the season broadcast on their national Radio Network. It was here that she combined her love of radio with sports.
Allison is well-traveled, having lived in Kansas, the Virgin Islands, New Orleans, Tampa, San Diego, and Lake Tahoe before she found her home in Sarasota in 2003.
Beginning in 2007, Allison worked with iHeart Media as a Senior Account Executive, collaborating with clients such as Anheuser Busch, the Baltimore Orioles, Schroeder Manatee Ranch and more. In 2011, she was recognized by Radio Ink Magazine as one of the top Account Executives in the country. In both 2011 and 2014, she was honored with the Salesperson of the Year Award.
Allison, her husband David, and her son Rip live in Sarasota and are proud and active members of the community, working with non-profit organizations such as the American Cancer Society, Suncoast Blood Bank, Forty Carrots Family Center, Step Up Suncoast and Sisterhood for Good.
Moderator- Erik M. Vatter
Erik M. Vatter serves as the Director and Market Executive for Merrill Lynch’s Southwest Florida Coastal market. He also serves as as The Market Integration Executive for the Sarasota/Manatee market. In this role Erik is responsible for ensuring that his financial advisors and support staff deliver Empowered Advice to our wealth management clients; helping them to build, protect and transition their wealth in accordance with their goals. As the Market Integration Executive, Erik has the pleasure of working with all of the line of business leaders in his market to ensure that we grow responsibly and deliver one company to the clients across all of our businesses.
Erik began his career in the financial industry as a financial advisor in 2003. In 2011 Erik and his team came to Merrill Lynch drawn their by the firm’s unparalleled platform and breadth of solutions. In 2013 Erik was asked to lead the Merrill office York, PA as the Resident Director. In 2016, after completing the Leadership in Development training, Erik was asked to lead the Sarasota and Associates Market as their Market Executive. In 2017 Erik was honored to be asked to join the Market President’s team as the Market Integration Executive. Recently in May of 2019 Erik was given the privilege of leading the newly realigned Southwest Florida Coastal market which stretches north to south along the beautiful Gulf coast from Bradenton, to Naples.
Erik Earned a Bachelor’s degree in Philosophy from The Pennsylvania State University in 2000. After beginning is career as a financial advisor Erik then went on to earn his Certified Financial Planner ® designation, which is awarded by the Certified Financial Planning Board of Standards, Inc.
Erik resides with his wife Kris and his three children, Alex, Ava, and Anna in Lakewood Ranch, Florida. He and his family are big believers in giving back to the community and are active participants with a number of local charities focused on economic mobility, child welfare and hunger prevention.
Networking & Continental Breakfast at 8:30 a.m.
Presentation begins at 9:00 a.m.
Cancellations made after 2 days prior to the event will be invoiced since guarantees have been made on your behalf.