PROFESSIONAL PROFILE

Magee, Stanford & Associates at Merrill Lynch was founded with the goal of delivering the vast resources of one of the world's most prestigious wealth management firms with all of the intimacy and personal service of a boutique. Our ability to offer you sophisticated financial strategies and solutions makes us valuable. Our commitment to taking the time to fully understand who you are and what matters most to you can make us essential.

Developing an understanding of you enables us to draw upon the breadth and depth of Merrill Lynch and Bank of America in order to bring you the right solution at the right time. Our broad array of solutions, combined with our commitment to understanding what matters most to you, means we can play a valuable role in your life.

Our group consists of experienced professionals who take a "hands-on" approach to financial guidance. We do everything in our power to keep you focused on where you want to go, advise you how to get there and continually remind you of the importance of maintaining a disciplined approach in realizing your dreams. This kind of financial services relationship is different, to be sure. But at Merrill Lynch, we believe it's the best way to help you achieve a fulfilling life.

Our Service Commitment:
We stress a long-term approach to investing based upon a client's specific financial needs, goals and risk tolerance. We strive to provide an exemplary level of service and world-class advice to all clients. Our primary objective is to become a lifetime resource and essential partner to those who have entrusted us with their financial well-being.

The Team:

Suzanne Magee Fleming
Senior Vice President - Investments
Senior Financial Advisor

Suzanne joined Merrill Lynch in the summer of 1977 after working at another financial services firm in New York City. She works with affluent families, individuals and women in transition. Through personal consultation, she helps clients prioritize their needs and set quantifiable goals. She then develops and implements a customized strategy using a wide variety of financial instruments. Suzanne received her Bachelor of Science Degree in Business Management from Bucknell University. She is active in the Central Florida Women's League and the Boy's & Girl's Club. Suzanne and her husband, Mike, live in Bay Hill.


Steve Stanford, CIMA®
First Vice President - Investments
Wealth Management Advisor
Personal Investment Advisory^SM Program Portfolio Manager

After a number of years in the banking industry, Steve joined Merrill Lynch in 1989. By focusing on the specific investment needs of each client, he provides ongoing portfolio guidance and monitoring, asset allocation, employer stock and option risk management and alternative investment strategies. He is currently active with his son, Conner, in the Boy Scouts of America and lives in Oakland with his wife, Ginnie, and their son. In 1976 he earned his Bachelor of Science Degree in Business Administration from the University of Central Florida.


Traci Conway
Investment Associate

After graduating from Illinois State University in 1993, Traci moved to Florida and joined Merrill Lynch. She works with Steve and Suzanne on client reviews, investment monitoring and assists clients with credit and lending services. She lives with her husband, Jeff, and their daughters, Cate and Caroline, in Altamonte Springs.


Shirley Davis
Registered Senior Client Associate

With an extensive background in financial office administration prior to joining Merrill Lynch in 1992, Shirley handles all administration and day-to-day operations with personal care and first-class service. Often the first point of contact, she assists clients with a wide breadth of daily needs ranging from titling of accounts, statement reviews, banking services and client on-line account access. Shirley lives in Orlando with her husband, Charles.