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David B

Series 66

Flower Mound, TX

Merrill

David Bujacich is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, J.P. Morgan Securities, and Edward Jones. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Heather J

Series 63, Series 65, Series 66

Flower Mound, TX

Merrill

Heather Johnson is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2009, following five years at Banc of America Investment Services, Inc. She is also a trustee for several family trusts. 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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Gowri P

Series 66

Flower Mound, TX

Merrill

Gowri Panthagani is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and also has prior experience with Bank of America, Wood Forest National Bank, and Macy's. 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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