Setzer Souza Childers is a distinguished financial advisory team within Merrill Lynch Wealth Management, situated in Winston-Salem, North Carolina. The team is led by seasoned professionals, including John Setzer, JoBeth Souza, and the Childers family—John, William, and Forrest—each bringing a wealth of experience and a steadfast commitment to client-centric financial planning. Their collective expertise has earned them consistent recognition from Forbes, featuring in the “Best-in-State Wealth Advisors” and “Best-in-State Wealth Management Teams” rankings from 2022 through 2025.

The team’s philosophy centers on understanding the unique financial goals and aspirations of each client. By leveraging the comprehensive resources of Merrill and the banking capabilities of Bank of America, they offer a wide array of services, including investment strategies, retirement planning, lending solutions, and personalized wealth management. Their approach is holistic, aiming to align financial strategies with clients’ life priorities, ensuring a tailored and effective financial roadmap.