Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

David Burroughs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds a Master's and Bachelor's degree from Auburn University and has completed the Accredited Certificate Program at Wharton Business School. David is a Personal Investment Advisor (PIA) with extensive experience providing financial guidance to corporate executives, small business owners, and clients seeking family wealth management and legacy planning solutions. His expertise includes asset allocation, succession planning, retirement and estate planning, executive compensation, personal retirement planning, portfolio management, and tax minimization. David's approach focuses on developing personalized financial strategies through a comprehensive understanding of each client's financial goals. He utilizes the resources of Merrill and Bank of America to assist clients in managing all aspects of their financial lives. David is engaged in his community through volunteering with organizations such as Charity Water, Children's Hospital of Atlanta, Compassion International, Make-a-Wish Foundation, Shriners Children's Hospital, and United Way. In his personal time, he enjoys golfing, traveling, and spending time with his family.

Virginia Dalton is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2018 and previously at Merrill Lynch in 2017. Outside of her advisory role, she operates a business selling bedazzled sunglasses on Etsy as a managing member of V Wear. Merrill, alongside 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 investors.

Scott Dozier is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1983, specializing in family wealth management strategies, legacy planning, and managing new wealth. Scott holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations, having completed coursework at The Wharton School of Business and the University of Chicago Booth School of Business, respectively. He is also a certified public accountant, having received his CPA certificate in 1980, though he does not provide tax advice in his current role. Scott earned a Bachelor of Science degree in Accounting from Florida State University in 1978 and completed his high school education at Darlington School. He is a member of the Atlanta Estate Planning Council and the Investments & Wealth Institute. Throughout his career, Scott has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2025. He resides in the Vinings area of Atlanta with his wife Margaret. Scott has served on the Board of Directors of the High Museum for six years and on the Investment Committee for the Woodruffs Art Center. He also joined the Board of Trustees of Darlington School in 2014 and served as Chairman. His personal interests include fishing, golf, running, and playing guitar.

Johanna Velasquez is a financial advisor at Merrill with over 21 years at the firm and holds a Series 66 designation. She has four years of industry experience. Outside of her advisory role, she serves as a board member of the Latin American Association, a nonprofit organization in Atlanta that supports Latin American immigrants. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Bucchere Jr. is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, he worked with Major League Baseball and completed four years at The University of Alabama. 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, and institutional investors.

Brittany Hyde is a financial advisor at Merrill with six years of industry experience, holding a Series 66 designation. She has been with Merrill since 2019 and previously worked at Bob Steele Salon from 2013 to 2019. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Martin Holmes is a Financial Advisor with Merrill Lynch Wealth Management. He serves clients by providing personalized financial strategies that reflect their individual goals and circumstances. He holds a Bachelor's Degree from Louisiana State University System and has earned the Personal Investment Advisor (PIA) designation. Martin focuses on helping clients manage complex financial priorities such as home purchasing, college savings, elder care, and healthcare preparation. He works closely with clients to define goals, develop portfolio strategies, and offer ongoing advice to adapt investments as their situations evolve. Outside of his professional role, Martin enjoys billiards, bowling, music, reading, spending time with his family, watching movies, and writing.

Kevin Barnes is a financial advisor at Merrill with 23 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2001 and concurrently at Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Ellen Garrett is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 37 years of industry experience to her role. She leads The Garrett Group, delivering wealth planning, investment, and financial management services to individuals, families, family offices, corporations, charitable gift programs, endowments, and foundations. Mary Ellen focuses on helping clients simplify complex financial situations through personalized wealth plans tailored to their unique goals. Throughout her career, Mary Ellen has been recognized for her professional excellence and community service. She was named to Forbes’ "Best-In-State Wealth Advisors" list from 2018 to 2022, the "Top Women Wealth Advisors" list in 2017, 2018, 2020, and 2021, and received the Bank of America Corporation’s David Brady Community Service Award in 2015. She frequently speaks at seminars on wealth and estate planning strategies and emphasizes client education and family involvement to empower informed financial decisions. Mary Ellen is actively engaged in the Atlanta community, serving as Trustee and Vice Chair of the Emory St. Joseph Hospital Board, Chair of the Atlanta Catholic Archdiocese Finance and Advisory Council, and Trustee of The Parkinson’s Foundation. She holds the Personal Investment Advisor (PIA) designation and attended Sinclair College. Outside of her professional pursuits, Mary Ellen enjoys cooking, gardening, golfing, reading, running marathons, traveling, and spending time with her husband Scott, their three children, and three grandchildren.

Sandra Edwards is a Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in providing comprehensive investment guidance and wealth management strategies tailored to support her clients' current lifestyles, retirement income needs, and legacy goals. Sandra offers expertise in areas including divorce transition planning, employee benefits planning, executive compensation, equity compensation services, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. She works with a team of specialists to deliver an integrated approach to personal wealth management, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. Sandra holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Tennessee Knoxville. Sandra has served in various leadership roles within the community, including as a Leadership Council Member for Zoo Atlanta and board member positions for the Arthritis Foundation of Georgia and the Georgia Pet Foundation. She is a member of several professional and community organizations such as the Annie Oakley Shooters, Atlanta Track Club, and Zoo Atlanta. Outside of her professional work, Sandra enjoys outdoor activities including biking, hiking, ice skating, photography, running, skiing, swimming, and traveling. She and her husband, Bob, enjoy spending time outdoors with their miniature schnauzer, Otto.

Lenore Jenkins is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill Lynch since 2000. Outside of her advisory role, she manages bookkeeping for a family-owned absentee automotive care service business. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Zhengbang Liu is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2014, he has been a key member of the Justice & Associates group, assisting clients in managing the complexities of their financial lives. His work focuses on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, and portfolio management services. Before his current role, Zhengbang gained experience as a Specialist at Apple Inc. and as a Financial Services Representative with E-Trade Financial. He holds a Bachelor's Degree from Georgia State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional commitments, Zhengbang enjoys boating, fishing, and golfing.

Ariel Croitoru is a financial advisor at Merrill based in Atlanta, GA, holding Series 63 and Series 66 credentials with five years of industry experience. His career includes roles at Bank of America and The Vanguard Group. 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.

Collin Latsko is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to his current role, he held positions at Bank of America and Amazon, Inc. He also has experience working with UPMC Children's Hospital of Pittsburgh and at the University of Kentucky. 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.

Carter Carew is a Financial Advisor with Merrill Lynch Wealth Management. He is engaged in providing financial advisory services within this line of business. Specific details regarding his experience, areas of expertise, education, credentials, personal interests, or community involvement have not been provided.

Donald Bodnar Jr. is a financial advisor with Merrill, holding a Series 66 credential and 24 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2008 and at Bank of America, N.A. since 2019. Outside of finance, he owns a modeling and acting business and operates a landscaping company during the summers. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 a range of model-based and discretionary investment strategies.

Mitchell Stratton is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, he held roles at Université de Caen, Craft on Draft, and Valdosta State University. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutional investors.

Christopher Jones is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Merrill in Atlanta, GA. Prior to joining Merrill and Bank of America in 2020, he worked at New Callas Holdings, Inc. from 2016 to 2020. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes tax-focused investment capabilities and is integrated with Bank of America’s broader capital markets and banking platform.

Michael Duffy is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill since 2016, following a nine-year tenure at Goldman Sachs. Merrill serves a diverse client base that includes individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes a range of program strategies with both client and advisor discretion and integrates closely with Bank of America affiliates to support trading, lending, and capital-markets activities.