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Shirelle N

Series 63, Series 66

Bronx, NY

Merrill

Shirelle Nix is a Wealth Management Advisor specializing in providing financial advice to families and business owners. In this role, she works closely with clients to develop strategies tailored to their individual goals and priorities. Shirelle is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation. She earned her bachelor's degree from Texas A&M University and is involved in her community through service on the Saint Agnes Academy Foundation Board of Trustees and membership in The Junior League of Houston. Shirelle also volunteers with the Houston SPCA. Outside of work, she enjoys activities such as football, running marathons, scuba diving, singing, skiing, soccer, spending time with family, swimming, traveling, and watching movies.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Executive Young Professionals Mid-Career Professionals Women Professionals Parents
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Lamont B

Series 66

Bronx, NY

Merrill

Lamont Brown is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has been with Merrill since 2005. Outside of his advisory role, he is a general partner and managing member of Vibranium Management, a limited liability company focused on property management, and owns a cleaning company in New York. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual and institutional clients with model-based and discretionary investment strategies designed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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