Maria Flores is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes roles at UPR University, Johnson & Johnson, and Puerto Rico's controllers office. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Muller III is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2010 and Bank of America since 2014. Merrill 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.

Andrew Maiman is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Merrill since 2013 and at Bank of America, N.A. since 2015. 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 strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carrie Jones is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2002 in Jacksonville, FL. 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.

Gordon Mills is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Merrill since 2015. 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.

Hannah Bordon is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held various roles in education, healthcare, and community organizations. 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 institutional investors.

Ryan Doyle is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Miranda Butler is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill 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 developed by internal and third-party managers, servicing individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack Lawley is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Merrill since 2014 and also has experience with Bank of America N.A. since 2022. 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 individual and institutional clients, implementing trading, account administration, and custody support across a range of client types.

Stephen Wolfe is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been affiliated with Merrill since 2015 and Bank of America, N.A. since 2017. Outside of his advisory role, he and his spouse formed an LLC with the initial intention to create an arcade business serving food and drinks, though the venture was not pursued. 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.

Izzac Wells is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and having 10 years of industry experience. He has worked at Merrill since 2015 and has also been affiliated with Bank of America, N.A. since 2020. 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, retirement plans, corporations, and charitable organizations.

Ernest Burnett III is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various positions including roles at the University of North Florida and Thundercloud Gun Club. His background includes experience outside the financial industry, such as working at a university gym and a gun club. 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.

Robert Burge is a financial advisor at Merrill with over 31 years of industry experience. He has been with Merrill since 2010 and holds Series 63 and Series 65 licenses. 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.

Charles Taylor is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, JP Morgan Chase & Co., and a period of self-employment. Based in Jacksonville, FL, Taylor has been with Merrill and Bank of America since 2022. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad range of financial products and services beyond standard managed accounts.

Xhoel Gjata is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America, Year Up, and Uber Eats. 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 institutional accounts.

Jacob Chevalier is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2014. Outside of his advisory role, he is involved as a general partner and managing member in a limited liability company connected to property management 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Amy Brand is a Series 66–licensed financial advisor with Merrill in Jacksonville, FL, with 18 years at Merrill and 12 years of industry experience overall. 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 constructed by internal and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Sturm is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where he has worked since 2007. He has 18 years of industry experience. 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.

John Cullen III is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His career includes roles at Bank of America N.A., Florida Atlantic University, Triebel Family Enterprises, Inc., and Daytona State 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 strategies for individuals, high-net-worth clients, and institutions.

Jeffrey Wilson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.