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Sally E

Series 66

Alta Loma, CA

Merrill

Sally Eskander is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2006. Outside of her advisory role, she is involved in a car detailing business in Rancho Cucamonga, California. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Tax-loss harvesting Active portfolio management Wealth management
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Christopher I

Series 63, Series 66

Alta Loma, CA

Merrill

Christopher Ilgenfritz is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 15 years of industry experience. His career includes roles at Bank of America, Merrill, and J.P. Morgan Securities. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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