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Ebed E

Series 66

Dallas, TX

Merrill

Ebed Evans Jr. is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Primerica Advisors. Outside of his advisory role, he is involved in the sale of loan products and home security referrals through affiliates of PFS Investments Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Harry P

Series 66

Dallas, TX

Merrill

Harry Porter Jr. is a financial advisor at Merrill based in Dallas, TX, holding a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America and Homeward Bound Inc. 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 to a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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