Meghan Streeter is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America and Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Thomas Mallard is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Bank of America and Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Mcallister is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations with 15 years of industry experience. He has worked at Bank of America and Merrill since 2016. Merrill, together 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.

Monh Wehman is a Series 66-licensed financial advisor with 17 years of industry experience, currently working at Merrill in Jacksonville, FL. He has been with Merrill and Bank of America 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.

Bregg Binczak is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Jayant Das is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop personalized strategies to pursue their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and saving for unexpected events. Additionally, he provides clients with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jayant holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from St. Francis College. His approach emphasizes listening carefully to clients in order to help them clarify what they value most and build strategies aimed at achieving their financial objectives utilizing the global resources of Merrill and the banking capabilities of Bank of America.

Brian Marshall is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has six years of industry experience. Prior to joining Merrill in 2017, he held roles at Acosta Sales and Marketing Company, SAMs Club, and Apex Marketing Events. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Amanda Miller is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and possessing 12 years of industry experience. She has worked with Merrill and Bank of America 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 and profit-sharing plans, corporations, and charitable organizations.

Carole Bauman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Bank of America N.A. and Merrill since 2012. Outside of her advisory role, she owns a small business focused on selling gifts and crafts through online and special event sales. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dylan Herndon is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Merrill 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karen Winters is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, holding 17 years of industry experience. She has worked at Bank of America, N.A. since 2009 and Merrill since 2006. Outside of her advisory role, she owns Winter Palms, a limited liability company engaged in retail sales including wholesale distribution of toys, beauty products, and home goods. 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 investors.

Andrew Berg 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 2014 and has also been with Bank of America, N.A. since 2016. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mandy Allen is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2013 alongside her tenure at Merrill beginning in 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shawanna Culver is a financial advisor at Merrill with 9 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2000. Culver serves on the board of the First Coast YMCA, attending meetings and volunteering in the community. 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 various institutional investors.

Jeffrey Heard is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Merrill and Bank of America since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Allison Crick is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she serves as president of the HAE Parent Ambassadors Association, a local parent-organized group coordinating end-of-year trips and fundraising for elementary school families. 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 various institutional clients.

Diana Bender is a financial advisor at Merrill in Jacksonville, FL, with nine years of industry experience. She holds a Series 66 designation and has been with Merrill 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 strategies designed 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.

Desiree Kallen is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at Bank of America and Merrill since 2015. Outside of her advisory role, she is the owner of a small business, Grind and Garnish LLC. 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Heimer is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and 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 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.

Victoria Deyo is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where she has worked since 2014. She has 10 years of industry experience. Outside of her advisory role, she volunteers as a coordinator for Friends of Jacksonville Animals and is involved as a managing partner or owner in several non-investment ventures, including a restaurant review business and a strategic advisory firm focused on organizational effectiveness. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.