Matthew Sullivan is a Wealth Management Advisor with The Sullivan Group at Merrill Lynch Wealth Management. He joined Merrill in 2016 and focuses on helping individuals and families grow, preserve, and transfer their wealth. Matt works closely with clients to understand their financial goals and implements disciplined investment strategies to meet these objectives. His approach includes asset allocation and diversification to manage risk, as well as access to complex credit and lending solutions through Bank of America when needed. Matt earned a bachelor's degree in finance and marketing from Georgetown University. He holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute through the Yale School of Management, and he is also a Personal Investment Advisor (PIA). Forbes has recognized Matt in its "Top Next-Generation Wealth Advisors Best-in-State" and "Best-in-State Wealth Advisors" lists for multiple years. Beyond his professional role, Matt has been involved with Camp Anchor, a special needs camp, and continues to maintain ties with the organization. He is also connected with Garden City Challenger Athletics, a special needs sports program. In his personal time, Matt enjoys basketball, football, hiking, ice hockey, music, reading, running, skiing, and spending time with his family.

Francesca Arlia is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.