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Gary H

Series 66

Fayetteville, NC

Merrill

Gary Hubbard is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill in 2000, he has focused on providing clients with personalized wealth management strategies tailored to their individual financial goals. His approach emphasizes a comprehensive understanding of each client's full financial picture to develop flexible strategies that align with changing market conditions. He offers access to Merrill’s investment insights alongside the banking and lending services of Bank of America. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Gary holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Campbell University. Outside of his professional work, Gary participates in community volunteer activities, reflecting the Merrill tradition of community involvement. He enjoys antiquing, genealogy, music, reading, traveling, and spending time with his family.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)
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Steven S

Series 63, Series 65, Series 66

Fayetteville, NC

Merrill

Steven Smith is a financial advisor with Merrill in Fayetteville, NC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with Merrill since 1987 and Bank of America since 2011. Outside of his advisory role, Smith serves as an advisory board member and elder at Heritage Bible Fellowship, a nonprofit church organization. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm utilizes multiple program strategy types and maintains integration with Bank of America affiliates to support trading, lending, and capital markets activities.

Tax-loss harvesting Active portfolio management Wealth management Parents Intergenerational Families
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Eve F

Series 63, Series 65

Fayetteville, NC

Merrill

Eve Fowler is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in the financial industry in 1996 and joined Merrill Lynch in 2004. Eve’s advisory approach emphasizes understanding clients’ goals through detailed conversations, allowing her to guide them in making informed and objective decisions about their financial futures. Her areas of focus include managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Eve holds a bachelor’s degree in Marketing from the University of North Carolina at Wilmington. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also recognized as a member of The Tilghman Fowler Lawhead Group, which was named to the 2023 Forbes "Best-in-State Wealth Management Teams" list. Residing in Fayetteville with her husband Jason and their two sons, Eve values her community and maintains involvement with the Center for Economic Empowerment & Development (CEED). Outside of work, she enjoys reading, traveling, and spending time with family and friends.

Wealth management General retirement planning Charitable giving & philanthropy Retirement income strategy
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Christopher B

Series 63, Series 65, Series 66

Fayetteville, NC

Merrill

Christopher Bostock is a Wealth Management Advisor with Merrill Lynch Wealth Management in the Fayetteville office. In this role, he provides customized wealth management services focusing on addressing complex financial needs of wealthy families. He offers assistance across areas such as liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Chris holds a Bachelor's Degree from Purdue University System and has earned several professional designations including Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach involves working directly with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Since relocating to Fayetteville, Chris has been actively involved in the local community. He has served as chairman and board member for various organizations such as the Economic Development Alliance of Fayetteville and Cumberland County, Alliance Behavioral Healthcare, Fayetteville Chamber of Commerce, and the Tulsa Initiative. Currently, he is on the board of the Community Development Foundation and serves on the Business Advisory Council for the Fayetteville Cumberland Economic Development Corporation. Outside of work, his interests include music, spending time with his family, and swimming.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting
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Steven S

Series 66

Fayetteville, NC

Merrill

Steven Smith Jr. is a financial advisor with Merrill in Fayetteville, NC, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. since 2011. Outside of his advisory role, he serves as a board member for the Cape Fear Botanical Garden and teaches a high school finance class for a homeschool co-op called Homes Offering Meaningful Education. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm combines these offerings with a range of program strategies and tax-focused capabilities, leveraging its integration with Bank of America affiliates and capital markets platforms.

Tax-loss harvesting Active portfolio management Wealth management
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Barbara S

Series 66

Fayetteville, NC

Merrill

Barbara Smith is a Series 66 licensed advisor with Merrill in Fayetteville, NC, where she has worked since 2013, totaling 12 years of industry experience. She also serves as an independent contractor consultant for Scentsy, selling their products part-time. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Tax-loss harvesting Active portfolio management Wealth management
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Marcos S

Series 66

Fayetteville, NC

Merrill

Marcos Soltren is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, he focuses on building meaningful client-advisor relationships to understand and address each client's unique financial goals and dreams. He offers personalized wealth management strategies that consider clients' objectives, time horizon, liquidity needs, cost considerations, and risk tolerance, helping clients pursue their goals through a consistent and customized approach. Marcos specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He provides access to investment insights from Merrill and banking convenience and lending solutions from Bank of America to manage all aspects of clients' financial lives. He holds a Bachelor's Degree from Florida State University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Marcos is bilingual in English and Spanish. He participates in his community through volunteer work and enjoys fishing, football, music, soccer, softball, spending time with his family, traveling, and watching movies.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Multi-generational wealth transfer
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Edwin P

Series 63, Series 65, Series 66

Fayetteville, NC

Merrill

Edwin Purcell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Purcell McLean team, which combines the investment capabilities of Merrill Lynch with banking services from Bank of America to deliver personalized wealth management solutions. Edwin and his team prioritize understanding their clients’ financial goals, both short and long-term, to develop strategies tailored to individual needs, including areas such as retirement planning, legacy planning, tax minimization, and liquidity management. With over 60 years of combined experience on his team, Edwin specializes in serving diverse client needs including family wealth management, divorce transition planning, and support for endowments, foundations, and non-profits. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Edwin earned a Bachelor’s degree from the University of North Carolina at Chapel Hill and an MBA from Campbell University. Edwin is engaged in community activities and supports several organizations including the Boy Scouts of America, Clinton Rotary Club, and his local church, Graves Memorial Presbyterian. He also participates in local athletics boosters and recreation departments, reflecting his commitment to the communities he serves. Outside of work, his interests include baseball, basketball, boating, fishing, football, genealogy, golf, hunting, table tennis, and traveling.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Charitable giving & philanthropy
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Keith T

Series 66

Fayetteville, NC

Merrill

Keith Tilghman is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since 2008. He works closely with clients to understand their specific needs and goals, employing a goals-based approach to navigate the complexities of investments and wealth management. Keith's focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Keith holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both a bachelor's degree in Finance and an M.B.A. from East Carolina University. His education and credentials support his comprehensive and modern approach to wealth management. In addition to his professional career, Keith is actively involved in his community. He is a former president of the Cape Fear Botanical Garden Board of Directors and participates in organizations such as Highland Presbyterian Church, the Sons of the American Revolution, and Methodist University. Keith lives in Fayetteville with his wife and two children and enjoys spending his leisure time engaged in sports, camping, cooking, music, reading, traveling, watching movies, and being with his family.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Tax strategies for small businesses Parents
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Laura P

Series 66

Fayetteville, NC

Merrill

Laura Pope is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to align their investments, planning strategies, and long-term objectives according to their personal financial goals. She develops personalized financial roadmaps aimed at helping clients pursue their life, income, and legacy goals with confidence. Born and raised in Fayetteville, Laura graduated from the University of North Carolina at Chapel Hill. She started her career in financial services in 2011, earned her CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2017, and completed a Master's degree in Financial Planning from the College for Financial Planning in 2019. Her areas of focus include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. Outside of her professional work, Laura participates in community volunteering and spends time with her husband, Ken, and their family. Her client-focused approach emphasizes developing personalized financial strategies through one-on-one collaboration.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Planning for children with special needs Women Professionals Women's Finance
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Lisa L

Series 66

Fayetteville, NC

Merrill

Lisa Lampkins is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1997 in various capacities. Outside of her advisory work, she serves as an executor for an estate in Fayetteville, North Carolina. 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 plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Kenneth L

Series 66

Fayetteville, NC

Merrill

Kenneth Lawhead is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2011 and joined Merrill Lynch in 2014. Kenneth works with clients to simplify financial complexities by providing guidance on short- and long-term financial goals. His expertise includes education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, portfolio management, tax minimization, and retirement income. He collaborates with clients to understand their broader concerns—including social, moral, ethical, and environmental factors—in addition to financial objectives. Kenneth holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His educational background includes an Associate’s Degree from Cuyamaca College, a Bachelor’s Degree from Capella University, a Master’s Degree from the University of North Carolina System, and accredited certificate programs from the College for Financial Planning and the Massachusetts Institute of Technology. He earned his high school diploma from Valhalla High School. Originally from San Diego, California, Kenneth relocated to Fayetteville, North Carolina, in 2011. He currently resides in Raeford with his wife Laura and daughter Cordelia. Outside of work, Kenneth enjoys playing guitar and drums, writing music with his wife, and spending time with his family. He is a member of the Cape Fear Kiwanis Club and the Cumberland County Partnership For Children.

Wealth management Tax-loss harvesting Retirement income strategy General retirement planning Charitable giving & philanthropy Parents
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