THE WESTMORELAND GROUP Private Wealth Advisors

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Rod Westmoreland

Private Wealth Advisor

Rod is a Managing Director, Private Wealth Advisor in the Atlanta/Buckhead office. He specializes in total portfolio planning, including investment policy, asset allocation and manager selection. He is focused on servicing the complete needs of high net worth individuals and wealthy families. Rod has over 30 years of experience in the investment field, the entire tenure with Merrill Lynch. Rod has extensive knowledge in the fields of portfolio development, derivatives, trust services and diversification strategies. He is a member of the firm’s Advisory Council To Management and a frequent guest speaker for Merrill Lynch in offices across the nation. Rod has been recognized as a top Advisor in several industry publications: • In 2013, and 2014 Rod was selected by the Financial Times to their list of the top 400 Financial Advisors in the country. • In 2009, 2010, 2011, 2012, 2013, and 2014 Rod was selected as a top Advisor in Georgia in Barron’s Special Report of the nation's top 1200 advisors and was chosen as the #1 Advisor in Georgia in each of the last 5 years*. • Every year from 2007 through 2013, Rod has been named in Barron’s as one of the “Top 100 Financial Advisers” in the country*. Rod served in the US Navy for 5 years as a Supply Corp Officer after graduating from the Georgia Institute of Technology on an ROTC scholarship. He is a member of the Buckhead Church and currently lives in Atlanta with his two children. * Barron’s Top 100 Advisors Ranking reflects the volume of assets overseen by advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100, and rates the rest by comparing them with the top-ranked advisor. Investment performance is not an explicit criterion, because many advisors do not have audited results, and their clients have a wide variety of investment goals, from conservative to aggressive.


Phone: (404) 264-2066 Download V-Card


Hugh Moody

Investment Associate

Hugh has been with Merrill Lynch since 1998 and specifically with the Westmoreland Group since 1999. Hugh began his career at Merrill Lynch in the Retirement Group where he worked with some of the largest multi-national corporations delivering retirement and benefit program solutions. Hugh is an Investment Associate and holder of the CIMA® designation in the Atlanta/Buckhead office. As a Certified Investment Management Analyst® professional, he provides objective investment advice and guidance to both individuals and institutions. The CIMA® professional integrates a complex body of investment knowledge and applies it systemically and ethically to assist clients in making prudent investment decisions. He is a member of the Investment Management Consultants Association. Hugh graduated cum laude with a BSBA in International Business from the University of Colorado. He lives in Atlanta with his wife and three children. * CIMA® is a registered certification mark of Investment Management Consultants Association, Inc.


Phone: (404) 264-6039 Download V-Card


Kelly Carroll
Sr Private Wealth Assoc



Kelly has been with Merrill Lynch and the Westmoreland Group since 1994. Her primary focus is building and maintaining trusted client relationships by taking a family office approach to managing their needs on a day to day basis. Her responsibilities include providing banking services, cash flow analysis, rebalancing portfolios, consolidated reporting and tax loss harvesting. She also interfaces with her clients’ CPAs, attorneys and estate planning specialists. In addition, Kelly assists Rod with business development and implementation and works closely with partnering advisors across the Southeast. Kelly is a native to Atlanta and volunteers in her community through such organizations as Habitat for Humanity and her local church. She earned a B.S. in Business Administration with a concentration in Finance from Auburn University.


Phone: (404) 264-2080 Download V-Card

David Streib
Sr Financial Analyst



David joined Merrill Lynch in 2005 after teaching college level Statistics for 5 years. David performs sophisticated modeling of financial strategies and constructs customized investment portfolios to match with clients’ risk tolerances and time horizons. David also researches the specific investments utilized in those portfolios and tracks the implementation process for any changes. David holds a Certified Financial Planner™ certification awarded by the Certified Finanacial Planner Board of Standards, Inc. and also holds a Certified Investment Management® designation. The CIMA® professional integrates a complex body of investment knowledge and applies it systemically and ethically to assist clients in making prudent investment decisions**. David is a member of the Investment Management Consultants Association and also holds a Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. David holds a degree in Secondary Math Education from Georgia Southern University where he also swam and worked. David and his family are active members of Perimeter Church and currently reside in Woodstock. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. ** CIMA® is a registered certification mark of Investment Management Consultants Association, Inc.


Phone: (404) 231-6982 Download V-Card

Bethany Ehlers
Financial Advisor



Bethany began working for Merrill Lynch in 2000 in Financial Data Services in Jacksonville, Florida, where she was a mutual fund Senior Representative on a back-office service team. Two years later, she transferred to the North Atlanta office, becoming a Client Associate. In February of 2005, Bethany joined the Westmoreland Group, where she works closely with high-net-worth clients as a Senior Private Wealth Associate. Bethany assists clients with a number of administrative needs, particularly those relating to alternative investments, rule 144 holdings and 10b5-1 plans. She was named a Regional Branch Coach in April 2010, a leadership position recognizing her excellence in client service. Bethany holds a B.S. in Business Administration with a concentration in Finance and a minor in Economics from the University of Florida.


Phone: (404) 264-2051 Download V-Card

Eric Kelley
Sr Financial Analyst



Eric began working with Merrill Lynch in 2000 as a summer intern at the Kingston, NY branch office. He obtained his B.S. in Mathematics and Biology from Boston College, and joined Merrill Lynch full time in 2005 as an Investment Services Advisor working with the mass affluent at the Financial Advisory Center in Jacksonville, FL. He joined our team as a Financial Analyst in February 2008 and works with 17 relationships. Eric specializes in alternative investments*, private equity, and market linked investments. Eric is fully licensed. He implements tactical changes along with wealth transfer and tax minimization strategies. He also routinely interacts with CPAs, attorneys, and CFOs to assist clients with their estate and tax planning. *Some or all alternative investments may not be suitable for certain investors.


Phone: (404) 231-2570 Download V-Card

Katie Horn
Sr Private Wealth Assoc



Katie joined Merrill Lynch and the Westmoreland Group in 2007. In her role as a Senior Private Wealth Associate Katie provides fundamental support in all phases of client service and client relationship building. She supports the team’s business objectives to deliver estate planning services, cash flow management, retirement planning, investment advice and strategies for businesses. Katie is constantly seeking creative ways to promote a high quality experience for all of her relationships. A graduate of the University of Georgia, Katie earned a B.S. in Business Administration with a concentration in Finance. Katie is originally from northwest Arkansas but has lived in Atlanta since 1990.


Phone: (404) 231-2099 Download V-Card

Suzanne Thompkins
Private Wealth Assoc



Suzanne has been with Merrill Lynch and the Westmoreland Group since 1986. She has extensive knowledge in the areas of data processing, quality control, and performance tracking. In addition to overseeing operationsand administration, Suzanne also processes and tracks all of the managed accounts for our group.


Phone: (404) 231-2472 Download V-Card

John Westmoreland is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

For questions regarding registration information please contact your Financial Advisor.
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