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Peter A

Series 66

Jacksonville, FL

Merrill

Peter Aiello is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. 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, and institutional accounts, supported by internal and third-party portfolio management teams.

Tax-loss harvesting Active portfolio management Wealth management
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Nelob W

Series 66

Jacksonville, FL

Merrill

Nelob Waiz is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, Waiz held various roles including positions at the University of North Florida and Auto Import Sales LLC. 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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Eric C

Series 63, Series 66

Jacksonville, FL

Merrill

Eric Chambers is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Merrill since 2002 and at Bank of America, N.A. since 2011. 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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Rich R

Series 66

Jacksonville, FL

Merrill

Rich Rittichai is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2014. 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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Farid D

Series 66

Jacksonville, FL

Merrill

Farid Damirov is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2015 and also at Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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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Adrienne G

Series 66

Jacksonville, FL

Merrill

Adrienne Glover is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and has been with Bank of America, N.A. since 2011. 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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Jose P

Series 66

Jacksonville, FL

Merrill

Jose Padillasantos is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Fairway Mortgage (Homefinity), NewRez, Intercontinental Capital Group, and Stein Mart. 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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Samuel S

Series 63, Series 66

Jacksonville, FL

Merrill

Samuel Sirotkin is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including roles at Bank of America, Fidelity Investments, and First Franklin Financial Services. Prior to his financial services career, he was involved in education and youth programs, including positions at several schools and a junior tennis organization. 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 individual and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Jonathan A

Series 66

Jacksonville, FL

Merrill

Jonathan Andrews is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2009 and Bank of America since 2012. Andrews serves as a board member for Riverside Presbyterian Day School in Jacksonville, Florida, where his children attend. 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 for individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Ahmad S

Series 66

Jacksonville, FL

Merrill

Ahmad Saafir is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill during his career. 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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Dennis M

Series 63, Series 66

Jacksonville, FL

Merrill

Dennis Marcelino is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2017. 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 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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Taylor R

Series 66

Jacksonville, FL

Merrill

Taylor Reemsnyder is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2010 and Bank of America since 2020. He is an authorized member of an LLC related to his father's restaurant business for estate planning purposes but has no active role in the operation. 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 accounts.

Tax-loss harvesting Active portfolio management Wealth management
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Anne B

Series 63, Series 66

Jacksonville, FL

Merrill

Anne Bushey is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked with Bank of America, N.A. since 2020. Previously, she was affiliated with Merrill starting in 2018 and has experience from the University of Florida. 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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Joshua R

Series 66

Jacksonville, FL

Merrill

Joshua Rosa is a financial advisor with Merrill based in Jacksonville, FL. He holds a Series 66 designation and has four years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, Navy Federal Credit Union, and Florida State College at Jacksonville. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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 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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Austin M

Series 63, Series 66

Jacksonville, FL

Merrill

Austin Murphy is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His employment history includes roles at Bank of America N.A., Merrill, Northwestern Mutual, Tacorita, Sunteck Transportation Logistics Services, the University of Central Florida, and Auburn University. 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 strategies for a variety of client types including 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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Thomas S

Series 63, Series 66

Jacksonville, FL

Merrill

Thomas Shanahan is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2003 and Bank of America, N.A. since 2011. 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, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Andrew R

Series 63, Series 66

Jacksonville, FL

Merrill

Andrew Rudzinski is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Bank of America, N.A. and Merrill since 2013. 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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Melissa H

Series 63, Series 66

Jacksonville, FL

Merrill

Melissa Howard is a financial advisor at Merrill with Series 63 and Series 66 credentials and nine years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she works part-time waiting tables at a restaurant in Jacksonville, Florida. 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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Scott R

Series 63, Series 66

Jacksonville, FL

Merrill

Scott Reisinger is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Merrill since 2008 and at Bank of America since 2011. Outside of his advisory role, he has a minority interest in a family-owned golf and RV park business but is not involved in its operations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Ashton K

Series 66

Jacksonville, FL

Merrill

Ashton King is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Fidelity Investments for one year. Outside of finance, he has been involved with small business ventures including powerwashing services and the food industry. 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 clients, pension plans, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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