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Matthew B
Series 66
Charleston, SC
Merrill
Matthew Bride is a financial advisor with Merrill in Charleston, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. 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.
John G
Series 63, Series 66
Charleston, SC
Merrill
John Gibbs is a financial advisor with Merrill in Charleston, SC, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Merrill since 2013 and concurrently at BOFA Securities, Inc. since 2019. Outside of his advisory work, he serves on the board of directors for Sea Island Habitat for Humanity, a charitable organization in South Carolina. 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 individuals, high-net-worth clients, and institutional investors.
John S
Series 63, Series 65
Charleston, SC
Merrill
John Sherman is a financial advisor with Merrill based in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work experience includes roles at Bank of America, BB&T, and Truist Advisory Services. 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.
La Tasha G
Series 66
Charleston, SC
Merrill
La Tasha Gandy is a financial advisor at Merrill with three years of industry experience and a Series 66 designation. She has been affiliated with Bank of America since 2010. Gandy serves on the boards of the Charleston Regional Development Alliance, the MUSC Foundation College of Nursing, and My Sister’s House Inc., a nonprofit focused on domestic violence support. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
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