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Andrew W

Series 63, Series 65

Franklin, TN

Merrill

Andrew Walling is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill, he worked at Wells Fargo Clearing and Wells Fargo Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Richard C

Series 66

Franklin, TN

Merrill

Richard Cardente Jr. is a financial advisor with Merrill in Franklin, Tennessee, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Bank of America, Honda Kingsport, SunTrust, and Cellular Sales Verizon. Outside of finance, he owns a sports card hobby shop and works as a part-time consultant for Uber. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Alexander F

Series 66

Franklin, TN

Merrill

Alexander Fraga is a financial advisor with Merrill based in Franklin, TN. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Merrill, he has been associated with Bank of America since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Tabitha S

Series 66

Franklin, TN

Merrill

Tabitha Satchwell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes prior roles at Edward Jones and Bank of America, N.A. before joining Merrill. 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 and profit-sharing plans, corporations, and charitable organizations.

Business ownership considerations Business Financial Management Women Professionals
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Landon N

Series 63, Series 65, Series 66

Franklin, TN

Merrill

Landon Neuhaus is a financial advisor at Merrill with Series 63, 65, and 66 licenses and one year of industry experience. Before joining Merrill and Bank of America, he held positions at Dell Technologies and Fidelity Investments. He has also worked in the hospitality sector, including roles at Fiddletree Kitchen and Bar and Tony's of Lexington. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary 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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Joshua H

Series 63, Series 66

Franklin, TN

Merrill

Joshua Hall is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2014. He is based in Franklin, Tennessee. 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 developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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