Merrill
47yrs
Top 1% by experience in Naples
12yrs
Allison Stultz
Financial advisor at Merrill
Allison Stultz has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Naples, Florida. Allison has been with Merrill since 2022; before that, Allison spent five years at Morgan Stanley and three years at UBS Financial Services. 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 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office9128 Strada Pl, Naples, FL 34108
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 ?2 states
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
- 2022 – nowMerrillCurrent firm
- 2017 – 2022Morgan StanleyPreviously
- 2015 – 2017UBS Financial Services Inc.Previously
Questions to ask Allison
Tailored to Allison’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 Allison
How do I contact Allison?
Call Merrill at (800) 637-7455 and ask for Allison Stultz. Allison works from the Naples, FL office.
How long has Allison been a financial advisor?
Allison has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Allison hold?
Series 66. Tap any license on this page to see what it allows.
Is Allison a fiduciary?
Allison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allison paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Allison 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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