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Anthony S

Series 66

Jacksonville, FL

Merrill

Anthony Shrubsall is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2010. 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 a range of individual and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Taylor W

Series 66

Jacksonville, FL

Merrill

Taylor Weaver is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, alongside prior roles at Bank of America and SS&C Advent Software. 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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Lu Wei H

Series 66

Jacksonville, FL

Merrill

Lu Wei Huang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Huang held positions at Paysafe, Athena Security, PAX Technology Inc., and Lennar, among others. 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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Glenn M

Series 66

Jacksonville, FL

Merrill

Glenn Meloni is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2005 and has also 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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Maher W

Series 66

Jacksonville, FL

Merrill

Maher Warrayat is a financial advisor at Merrill based in Jacksonville, FL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Bank of America, Wells Fargo Bank, Arco, and Safelite. 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Lawanda T

Series 66

Jacksonville, FL

Merrill

Lawanda Thomas is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at both Bank of America, NA and Merrill since 2016. 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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Justin G

Series 66

Jacksonville, FL

Merrill

Justin Grose is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of experience with the firm. He has worked at Merrill since 2012. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Nicole L

Series 66

Jacksonville, FL

Merrill

Nicole Lowbridge is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at Merrill for a total of 22 years, including a recent tenure since 2019, and was previously with Lincoln Financial Distributors from 2016 to 2019. Outside of advisory work, she maintains an active real estate license for personal property purchases. 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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Evan P

Series 66

Jacksonville, FL

Merrill

Evan Pingel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2019 and currently serves clients through Bank of America. Prior to his advisory career, he held positions at Publix Supermarkets and Florida State College at Jacksonville. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 internal and third-party teams.

Tax-loss harvesting Active portfolio management Wealth management
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Daniel G

Series 66

Jacksonville, FL

Merrill

Daniel Granados is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, with four years of industry experience. He has worked at Merrill and Bank of America N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal 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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Brian K

Series 66

Jacksonville, FL

Merrill

Brian Krawsczyn is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously served in the United States Navy for ten years. Prior to joining Merrill, he worked at Florida State College at Jacksonville for two years. 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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James F

Series 63, Series 66

Jacksonville, FL

Merrill

James Fiallo is a financial advisor at Merrill in Jacksonville, FL, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015, previously working at Bank of America, N.A. since 2021. 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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David M

Series 63, Series 66

Jacksonville, FL

Merrill

David Mehler is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Merrill since 1999 and also works with Bank of America, N.A. since 2016. 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.

Tax-loss harvesting Active portfolio management Wealth management
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John D

Series 66

Jacksonville, FL

Merrill

John Deming is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, The Vanguard Group, and Amerisource Bergen. He has also been involved with Missionary Companion Ministries. 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 diverse client base including individuals, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Jamie E

Series 63, Series 66

Jacksonville, FL

Merrill

Jamie Ellison is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. She 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Steve N

Series 63, Series 66

Jacksonville, FL

Merrill

Steve Nadeau is a financial advisor at Merrill in Jacksonville, FL, with 26 years of industry experience. He has held his current role at Merrill Lynch since 2009. He holds Series 63 and Series 66 designations. 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 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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Frederick H

Series 66

Jacksonville, FL

Merrill

Frederick Harris is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America and Merrill since 2011. Outside of his advisory role, he is a general partner and managing member of Harris Automotive Enterprises LLC, a business focused on online sales of collectible automobile models and used auto parts. 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 M

CFP®, Series 63, Series 66

Jacksonville, FL

Merrill

Paul Minogue is a CFP® professional with 18 years of experience in the financial industry. He has worked at Bank of America, N.A. and Merrill for the past 12 years. Located in Jacksonville, FL, he holds Series 63 and Series 66 licenses as well. Merrill, together with 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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Bryan F

Series 63, Series 66

Jacksonville, FL

Merrill

Bryan Forrest is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Merrill since 1998. 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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Jackson W

Series 66

Jacksonville, FL

Merrill

Jackson Wynn is a financial advisor at Merrill with a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America and Seacoast National Bank, as well as diverse 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 for a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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