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Bryan T

Series 66

Brooklyn, NY

Merrill

Bryan Torres is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at UBS Financial Services, Inc., Charles Schwab Corporation, and Bank of America, N.A. Before entering the financial sector, he worked in hospitality and retail industries and has academic experience at the University of Central Florida and Polk State College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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