Alexander Pritsker is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo and PNC Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Clarence Washington is a financial advisor at Merrill with a Series 66 designation and seven years of experience in the industry. His career includes roles at Bank of America, New York Life Insurance, Southern New Hampshire University, and Ultimate Foods Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to various financial products and strategies.

Beth Theis is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill Lynch since 2014, following prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Merrill offers managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers, leveraging its connection to Bank of America’s broader platform.

Leandro Da Costa is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His previous work experience includes roles at Bank of America, Amazon, FedEx, Provident Bank, and Staples. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and corporate fiduciaries.