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John M
Series 66, Series 63
Dallas, TX
Merrill
John Mc Vicker is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes positions at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Jacob F
Series 63, Series 66
Dallas, TX
Merrill
Jacob Frisbie is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Bank of America and Fidelity Investments. Outside of his financial career, he has experience in the food service industry, including roles at Meat U Anywhere BBQ and Hardeight BBQ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.
Thanh M
Series 66
Dallas, TX
Merrill
Thanh Moody is a Series 66 licensed financial advisor with Merrill in Dallas, TX, and has four years of industry experience. His work history includes roles at Bank of America and Wellspring International School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.
Teresa D
Series 66
Dallas, TX
Merrill
Teresa Denton is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2016 and previously spent a year at Goldman Sachs & Co. Denton serves on the Board of Trustees for St. James Episcopal School of Dallas, providing oversight and strategic guidance. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.
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