Riverwood Capital Advisors
41yrs
Top advisor by experience in Saint Johns
19yrs
Mark Winters
Financial advisor at Merrill
Mark Winters has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Saint Johns, Florida. Mark has been with Merrill since 2024. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 76 advisors with offices in Saint Johns, and one of 73 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 72% of advisors in Saint Johns
OfficeSaint Johns, FL
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
Contact Mark
Saint Johns, FLOffice · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NYIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Merrill at (800) 637-7455 and ask for Mark Winters. Mark works from the Saint Johns, FL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2007, about 19 years. More experience than 72% of advisors in Saint Johns.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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