Joseph Surace is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Equitable Advisors, AXA Advisors, LLC, and Curry College. 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, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mathew Silvagnoli Martinez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Bank of America, N.A. and LGA, LLP CPAs & Business. Outside of his advisory role, he works part-time as a bartender at Four Oaks Country Club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jeffrey Ferrante is a financial advisor with Merrill in Andover, MA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Merrill since 1986 and has also worked at Bank of America since 2009. Outside of his advisory role, he operates a meditation and Reiki healing practice. 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 both model-based and discretionary investment strategies for a range of client types including individuals and institutions.

Melissa Tulley is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sondos Abedallah is a financial advisor with Merrill in Andover, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Bank of America, Citizens Bank, J.P. Morgan Chase Bank, and Santander Bank. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.