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Eduardo B

Series 66

Allen, TX

Merrill

Eduardo Benavides is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Kirbi S

Series 66

Allen, TX

Merrill

Kirbi Stellano is a financial advisor at Merrill in Allen, TX, holding a Series 66 credential with eight years of industry experience. She has worked at both Merrill and Bank of America since 2008. Stellano serves as a successor trustee for a family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations, supported by internal and third-party portfolio management teams.

Tax-loss harvesting Active portfolio management Wealth management
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Fernando F

Series 66

Allen, TX

Merrill

Fernando Feliciano is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America and has held various roles outside finance, including in the restaurant industry. 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 individuals, institutions, and various client types.

Tax-loss harvesting Active portfolio management Wealth management
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