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Cathlyn H

Series 66

Jacksonville, FL

Merrill

Cathlyn Harris is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 credential and has been with Merrill and Bank of America since 2015. Outside of her advisory role, she is the owner and president of Fordel Business Development Inc., a company that provides business development services including marketing strategies and branding. She also serves as co-trustee of the L.A.H. Family Trust. 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. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Jennifer R

Series 63, Series 65

Jacksonville, FL

Merrill

Jennifer Ryan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Merrill since 1999. Ryan serves as an advisory board member for Don't Miss A Beat Inc, a nonprofit organization that supports local at-risk youth through educational programs. 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 individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Erika G

Series 66

Jacksonville, FL

Merrill

Erika Gill is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. 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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Matthew C

Series 66

Jacksonville, FL

Merrill

Matthew Campioni is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, bringing nine years of industry experience. He has been with Merrill since 2017. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Evelyn C

Series 63, Series 66

Jacksonville, FL

Merrill

Evelyn Chiang is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 2002 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as an advisory board member for Hubbard House, a charitable organization in Jacksonville, Florida. 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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Catherine M

Series 63, Series 66

Jacksonville, FL

Merrill

Catherine Mendez is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2015, based in Jacksonville, FL. 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 developed by internal Chief Investment Office teams and third-party managers, serving 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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Erin D

Series 66

Jacksonville, FL

Merrill

Erin Dooley is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2019, she worked at AXA Advisors, LLC from 2017 to 2019 and was employed by the St. Johns County School District from 2010 to 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. 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 managers.

Tax-loss harvesting Active portfolio management Wealth management
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Justin M

Series 66

Jacksonville, FL

Merrill

Justin Mazzetti is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2010 and holds a Series 66 designation. 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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Anne R

Series 66

Jacksonville, FL

Merrill

Anne Rossi is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2013. 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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Jonathan B

Series 66

Jacksonville, FL

Merrill

Jonathan Barry is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2015, respectively. 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 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 L

Series 66

Jacksonville, FL

Merrill

Justin Ludwig is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2015 and Bank of America since 2018. Outside of his advisory role, Ludwig works part-time as a freight associate at The Home Depot. 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 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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Timothy C

Series 63, Series 66

Jacksonville, FL

Merrill

Timothy Corgan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Merrill since 2006. 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 supported by internal and third-party managers, serving 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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Ian S

Series 66

Jacksonville, FL

Merrill

Ian Sneed is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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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Quan P

Series 66

Jacksonville, FL

Merrill

Quan Pham is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked with Merrill since 2012 and has been associated with Bank of America, N.A. 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 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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Courtney F

Series 66

Jacksonville, FL

Merrill

Courtney Ferland is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, with 13 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013 and has also been affiliated with Arizona State University since 2010. 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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Meaghan V

Series 66

Jacksonville, FL

Merrill

Meaghan Vencito is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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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Jaimie F

Series 66

Jacksonville, FL

Merrill

Jaimie Fountain is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America since 2009. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Michael C

Series 66

Jacksonville, FL

Merrill

Michael Caceres is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 12 years of industry experience. He has been affiliated with Merrill since 2012 and with 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, offering model-based and discretionary investment strategies designed for a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Mandel D

Series 66

Jacksonville, FL

Merrill

Mandel Dauphine is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He 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, 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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Ashley Z

Series 66

Jacksonville, FL

Merrill

Ashley Zimlich is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has been with 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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