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Natenal T

Series 66

Fort Worth, TX

Merrill

Natenal Tekletson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles across multiple sectors including food service and education. 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, offering 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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Clayton C

Series 66

Fort Worth, TX

Merrill

Clayton Claunch is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America since 2016. Outside of his advisory role, he owns and operates a property management business focused on short-term rental leasing. 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 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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Daniel S

Series 66

Fort Worth, TX

Merrill

Daniel Stratton is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, and previous positions outside the financial sector. 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 investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Sindhu M

Series 66

Fort Worth, TX

Merrill

Sindhu Marakkanam is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her background includes roles in academic and educational settings, such as the University of Texas at Dallas, UTD Reasoning Lab, and Kumon Math and Reading Center. 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. The firm offers model-based and discretionary investment strategies for 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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Francisco M

Series 66

Fort Worth, TX

Merrill

Francisco Macias is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation. He has one year of experience in the industry and previously worked in hospitality and home improvement sectors. 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 investment strategies for individuals, institutions, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Ethan Z

Series 66

Fort Worth, TX

Merrill

Ethan Zornes is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation. He joined Merrill in 2026 and has prior experience working in various roles outside the financial industry, including education and retail. 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, offering 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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Paul D

Series 66

Fort Worth, TX

Merrill

Paul Dorsey is a financial advisor at Merrill based in Fort Worth, TX, with 17 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2009, including overlapping roles at both firms. 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, offering a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Macario E

Series 66

Fort Worth, TX

Merrill

Macario El Zacuhra is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and T-Mobile, as well as experience with Instituto Juan XXIII. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Alexander S

Series 66

Fort Worth, TX

Merrill

Alexander Stahl is a financial advisor at Merrill with the Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at PNC Bank and held various positions in the food service industry while attending the University of North Texas. 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 for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Geovanni H

Series 66

Fort Worth, TX

Merrill

Geovanni Herrera is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and State Farm, as well as experience in trading, e-commerce, and education. 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, offering 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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Carlos A

Series 66

Fort Worth, TX

Merrill

Carlos Arteaga Espinoza is a financial advisor at Merrill with a Series 66 designation. He has been in the industry since 2024, with prior experience at Bank of America. 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 a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Alijah W

Series 66

Fort Worth, TX

Merrill

Alijah Wood is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was involved in digital marketing and consulting through Chappell Digital Marketing and AD Wood Consulting LLC. He also has experience working at World Financial Group and held roles at Texas Christian University and West Ottawa High School. 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Arash H

Series 63, Series 66

Fort Worth, TX

Merrill

Arash Hashemi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his role in providing investment guidance to clients. Arash Hashemi earned a Bachelor's Degree from the University of Houston System. His educational background supports his expertise in financial management and wealth advisory services.

Tax-loss harvesting Active portfolio management Wealth management
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Randall K

Series 63, Series 66

Fort Worth, TX

Merrill

Randall Kirk is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Citizens Bank, and Navy Federal Credit Union. 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, offering 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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Alexandria W

Series 66

Fort Worth, TX

Merrill

Alexandria Williams is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. 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 plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Robert M

Series 66

Fort Worth, TX

Merrill

Robert Magee III is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Orlando Utilities Commission, and educational institutions such as the University of Central Florida and Valencia College. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Michael S

Series 63, Series 66

Fort Worth, TX

Merrill

Michael Sawyers is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Bank of America, Fidelity Investments, and has experience in the food and beverage industry, including a role at Waterproof, where he serves guests and processes transactions. 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, offering 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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Dominique D

Series 66

Fort Worth, TX

Merrill

Dominique Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Davis worked at DB Schenker, Globe Life-AIL, DHL, Wells Fargo, Full Sail University, and Bank of America. 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 both model-based and discretionary investment strategies for 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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David R

Series 63, Series 66

Fort Worth, TX

Merrill

David Rosado is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has been associated with Merrill and Bank of America N.A. since 2002. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by its Chief Investment Office and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Soonkwan K

Series 66

Fort Worth, TX

Merrill

Soonkwan Kwon is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to that, he held brief positions at Uber and New York Life Insurance Company. 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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