Belva Evans is a Financial Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She joined Merrill Lynch in 2021 as a Client Associate after a 21-year career in banking management and transitioned in 2024 to the role of Financial Advisor alongside her longtime colleague. In her current role, Belva focuses on personal retirement planning, women and wealth, and retirement income, utilizing her extensive experience in banking and wealth management to assist clients in meeting their financial goals. Belva holds a bachelor's degree from the University of North Carolina System. She is a Personal Investment Advisor (PIA) and emphasizes building strong client relationships through listening and understanding unique circumstances and multi-generational goals. Her approach includes expanding clients' financial knowledge to support informed decision-making. Outside of her professional commitments, Belva is an active member of her local church in Haywood County. She lives in Waynesville, North Carolina, with her husband Josh, their two children, and their Boston terrier. She also volunteers with the Tuscola Athletic Club and has served on the Waynesville Rotary Board. Belva enjoys spending time with family and friends, traveling, and attending Georgia Bulldog football games.

Savannah Mc Clure is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has previously held various roles at the University of Phoenix and has been with Merrill since 2008. Outside of her advisory work, Mc Clure is involved in managing a small family farm in Marion, NC, called Fairy Tail Farm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional accounts.

Joseph Polhamus is a financial advisor with Merrill in Asheville, NC, holding a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and previously held roles in property management and general contracting. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Douglas Bailey is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Merrill since 1987 and Bank of America since 2009. Outside of his advisory role, he serves as a director of Penland Bailey Company, a family business involved in mining, forestry, and leasing, and is a board member and membership committee member of Biltmore Forest 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Greiner is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been affiliated with Merrill since 2003 and has worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Eugene Szymanski is a financial advisor with Merrill, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 48 years of industry experience, including over three decades with Merrill and 15 years at Bank of America, N.A. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kathryn Ward is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Breona Leamon is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020. Prior to Merrill, she was employed at Centaurus Financial, Inc and has experience in other roles including positions at Hollywood Feed, Urban Dog Retreat, and Mars Hill University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Kevin Clark is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Asheville, North Carolina. He has been with Merrill Lynch since 1995 and serves as a Senior Portfolio Advisor. In this role, he manages custom investment strategies on a discretionary basis, utilizing a variety of Merrill model portfolios and third-party investment strategies to help clients pursue their financial objectives. Kevin's expertise includes investment portfolio management, wealth preservation and planning, retirement planning, cash management, mortgages, business lending, life insurance, banking, and credit cards. He focuses on building long-term relationships with clients to assist them in navigating life changes and market fluctuations, aiming to achieve optimal financial goals and objectives. He holds a Bachelor's Degree from the University of North Carolina at Asheville and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Kevin supports local charities and is a member of Biltmore Church. His personal interests include biking, hiking, swimming, traveling, and spending time with his family.

Angela Ferrell is a Wealth Management Advisor with the Ferrell Stewart Group at Merrill Lynch Wealth Management in Asheville, North Carolina. She focuses on helping clients achieve financial security at every stage of life, offering guidance on family wealth management strategies, personal retirement planning, and issues related to women and wealth. Angela leverages Merrill Lynch's extensive resources to provide comprehensive financial strategies tailored to evolving market conditions. Before her career in financial advising, Angela gained experience owning and operating hotel properties, which gave her insight into business complexities and wealth management. She began her financial advisory career in 2011 and joined Merrill Lynch in 2014. Angela holds a Bachelor's Degree from the University of North Carolina System and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Born and raised in Asheville, Angela enjoys cooking, running, surfing, and spending time with her family. She is also involved in her community through volunteering with Helpmate and participating as a Rotarian with the Rotary Club of Asheville.

Jeffrey Annas is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families gain control and confidence in their financial futures. Drawing on his experience, he collaborates with clients to design clear and customized financial strategies aligned with their goals and lifestyles. His expertise includes family wealth and multigenerational planning, retirement planning, equity compensation guidance, charitable gifting strategies, tax planning, and tax-efficient investing. Prior to his current role, Jeffrey served for 10 years in the U.S. Air Force as an Air Traffic Controller, where he developed discipline, attention to detail, and the ability to maintain composure under pressure. He holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. His educational background includes a High School Diploma from South Caldwell High School and an Associate's Degree from the Community College of the Air Force. Outside of his professional responsibilities, Jeffrey enjoys spending time with his wife and two young daughters. His personal interests include fishing, camping, exercising, basketball, biking, chess, hiking, pickleball, skiing, and tennis.

Brittny Hobkirk is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, N.A., Securian Financial Services, Inc., Minnesota Life Insurance Company, CRI Securities, LLC, and North Star Consultants, Inc. She also worked briefly at Anytime Fitness. 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 a range of individual and institutional clients.

Addison Harris is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill and Bank of America in 2020, Harris held various roles including work with Mars Hill University and the YMCA of Western North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Susan Sorrells is the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Asheville, North Carolina. She has been with Merrill Lynch since 2007 and brings over 36 years of experience in the financial services industry, including prior roles in retail branch management and licensed banker supervision at SunTrust Bank and Wachovia Bank. Susan holds a bachelor's degree in business administration with a concentration in commercial banking from Mars Hill University. She has earned several professional certifications, including Certified Financial Planner® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Divorce Financial Analyst® (CDFA®). Her expertise encompasses retirement planning, education planning, family wealth management strategies, legacy planning, and managing new wealth. In addition to her professional work, Susan is involved in the Waynesville Rotary Club and has contributed to community organizations such as KARE, Open Door, Manna Backpack, and Folkmoot. She resides in Waynesville, North Carolina, with her husband and enjoys boating, reading, and traveling.

Allison Sharpe is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has worked at Merrill since 2015 and is currently affiliated with Bank of America. Outside of her advisory role, she is the owner of a family business, MFEO Properties, LLC, which manages long-term rental properties in Asheville, North Carolina. 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 with model-based and discretionary investment strategies.

Gregory Greiner is a Senior Financial Advisor at Merrill Lynch Wealth Management, operating as part of the wealth management advisory team Greiner, Ezell and Associates based in Asheville, NC. He focuses on serving families, individual investors, and business owners. At Merrill Lynch, Greg manages responsibilities that include conducting investment research, trading, and retirement planning and modeling. As a Senior Portfolio Advisor, he provides clients with investment strategies by managing custom portfolios on a discretionary basis, selecting from a range of Merrill model portfolios and third-party investment strategies to help clients pursue their financial objectives. Prior to joining Merrill Lynch in 2011, Greg spent 15 years working in civil engineering and environmental sciences as a consultant and business development professional. He also has experience in the commercial real estate industry handling transactions for buyers and sellers. This background gives him a detailed understanding of the financial challenges and opportunities faced by many clients. Greg holds a Bachelor's Degree from Ohio State University and holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is actively involved in the community, volunteering with organizations such as Manna Food Bank, Habitat for Humanity, and Trout Unlimited. Greg has previously served on the board of Heart of Horse Sense and was a Past-President of The Ohio State Alumni Club of Asheville, North Carolina.

Stephen Fusco is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Asheville, North Carolina. He specializes in guiding retirees, individuals nearing retirement, and those experiencing new financial success through complex financial decisions, focusing on providing clarity and confidence for a secure and fulfilling retirement. Additionally, he works with nonprofits and churches, offering portfolio strategies that align financial resources with organizational missions and values. Stephen earned a Bachelor of Science degree in Business Administration with a minor in Economics from the University of North Carolina at Asheville. He holds the Personal Investment Advisor (PIA) designation. With experience in business management, entrepreneurship, and financial services, he brings comprehensive expertise to his advisory role. A lifelong Asheville resident, Stephen enjoys outdoor activities such as hiking, biking, camping, kayaking, and spending time with his family and dogs. He is actively involved in community service, currently serving on the board of directors for the Western North Carolina Chapter of The American Red Cross, and has a history of volunteering with local charities and churches.

Samuel Harris is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients bridge the gap between personal and financial wellness by developing personalized financial strategies that align with their priorities. His areas of focus include liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports & entertainment, individual and corporate investment strategy, and retirement income. Mr. Harris holds a Bachelor's degree in economics from Oberlin College. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He provides ongoing financial advice and leverages Merrill Lynch's extensive network of tools and information to assist clients through life changes such as job transitions, business transactions, and retirement planning. Outside of his professional work, Samuel is engaged in activities such as baseball, basketball, gardening, running, surfing, tennis, traveling, woodworking, yoga, and spending time with his family. He is bilingual in Spanish and English.

John Wedthoff is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and has expertise in areas such as education planning, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, and retirement income. John earned a Bachelor's degree from Western Carolina University and an Associate's degree from Asheville Buncombe Technical Community College. He is a graduate of Asheville High School. John is a native of Asheville, North Carolina, where he also serves as a board member for the Asheville Buncombe Adult Soccer Association. He is fluent in English and Spanish. In addition to his financial advisory work, John enjoys activities such as chess, cooking, dancing, scuba diving, soccer, and tennis. He lives in North Asheville with his wife Elena and their daughter.

Skyler Duncan is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since starting his practice in 2020, he has developed a goals-based and solutions-focused planning approach that integrates financial planning and investment resources with access to specialists representing Bank of America's eight lines of business. Skyler's work aims to provide clients with planning, support, and advice that create certainty in an unpredictable world and help align their financial lives with both short and long-term objectives. Skyler's areas of client focus include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. He joined Merrill in 2019 and holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Elmira College, where he double majored in Business Administration and Psychology. Born and raised in Southern Vermont, Skyler is active in his community and regularly volunteers with the Rotary Club of Asheville. He is also involved with the YMCA of Western North Carolina. Outside of his professional commitments, Skyler enjoys baseball, basketball, cooking, golfing, hiking, hunting, skiing, woodworking, traveling, and spending time with his wife, Taylor, their daughter, Lainey, and their two dogs.

James Bowers is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position he has held since 2015. He began his career in financial services after earning a Bachelor of Arts in Economics from Hampden-Sydney College. James focuses on client areas including college education planning, divorce transition planning, family wealth management strategies, small business strategies, and retirement income. James holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Black Mountain, North Carolina, with his son Beau and is active in the local community, volunteering with organizations such as Serve To LEAD in Asheville.

Hayley Nelson is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2016 and was previously involved with CharBar7 for one year. 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, and institutions, utilizing internal and third-party managers with varied portfolio implementation approaches.

Robert Weintraub is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been serving clients since 2010. He works closely with families, corporations, and non-profits to provide financial and banking advisory services through his access to Bank of America. As a qualified Portfolio Manager, Robert offers tailored investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. He also manages client strategies on a discretionary basis within the Firm’s Investment Advisory Program. Robert's expertise encompasses family wealth management, international wealth management, retirement planning, philanthropic planning, portfolio management, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. He holds the Certified Investment Management Analyst (CIMA) designation from the Investment and Wealth Institute, which he earned after attending the Yale University School of Management in 2017. Additionally, Robert has earned the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned his bachelor's degree from Franklin & Marshall College. In addition to his professional work, Robert serves as President of the Board of the College Assistance Program, Inc. He has been recognized on the 2022 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list, and his team, The Weintraub Adessi Group, was listed on the 2024 Forbes “Best-in-State Wealth Management Team” roster. Outside of work, Robert enjoys adventure sports, camping, cooking, gardening, hiking, music, reading, running, spending time with his family, and practicing yoga.