PROFESSIONAL PROFILE

Karl W Boyles III, or "Win" as he is known to clients, friends and family, has been in the financial services industry since 2008; joining Merrill Lynch in 2010. His focus is on developing and implementing strategies and solutions for business owners, their businesses and their families to help them achieve both their short- and long-term financial goals.

Win takes a consultative approach to wealth management, while remaining objective and client-focused. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.

Win is a 1994 graduate of the University of Virginia in Charlottesville, earning a B.A. in economics. He went on to earn an M.B.A. in 2001 from the J. Mack Robinson College of Business at Georgia State University in Atlanta. Currently, Win serves on the board of Big Brothers and Big Sisters of Northwest Florida and is a member of the Pensacola Suburban West Rotary Club. When he is not in the office or volunteering his time, you may spot him in his kayak or on the tennis courts.