Vu Duong is a Financial Advisor with Merrill Lynch Wealth Management. He has been working in the banking and financial industry since 2000, serving in multiple roles. Vu focuses on family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Vu holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He completed an accredited certificate program at Irvine Valley College. Fluent in both Vietnamese and English, Vu partners with clients to understand their short-, mid-, and long-term financial goals, offering personalized wealth management strategies. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Vu enjoys basketball, bowling, camping, cooking, fishing, football, ice hockey, skiing, and traveling. His approach centers on uncovering what matters most to clients and their families in order to help create strategies that pursue their financial goals.

Naveed Heravi is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2019. Prior to that, he was involved with Red Tree Real Estate and Shambala Cultural Industry Investment Co., Ltd. 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 plans, corporations, and charitable organizations.

Alex Kapnik is a financial advisor at Merrill in Brookline, MA, holding a Series 66 credential. He has one year of experience in the industry, with prior roles at Bank of America, Wells Fargo, and UC San Diego. 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.