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Maxwell F
Series 66
Alexandria, VA
Merrill
Maxwell Fadero is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. He previously worked at Spa Logic and Bowie Produce Co. Inc. Maxwell also spent four years at Dr. Henry A. Wise Jr. High School before beginning his career in financial services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.
Edgardo O
Series 63, Series 66
Alexandria, VA
Merrill
Edgardo Oliveros Chavez is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions. The firm employs internal and third-party investment managers and supports account administration and custody services.
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