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Luke S

Series 66

Lake Forest, IL

Merrill

Luke Slaughter is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2013 and is also associated with Bank of America, N.A. 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 and supports 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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Erik F

Series 66

Lake Forest, IL

Merrill

Erik Feldhaus is a financial advisor at Merrill with 24 years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2017 and previously held roles at BMO Harris Financial Advisors and BMO Harris Bank. Outside of his advisory work, he is employed by the Village of Rosemont, Illinois, where he assists with traffic control for events. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, providing managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes integrated investment strategies and tax-efficient portfolio implementation through its affiliation with Bank of America and a broad range of program options.

Tax-loss harvesting Active portfolio management Wealth management
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Brandon D

Series 66

Lake Forest, IL

Merrill

Brandon De Berry is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America 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 a range of 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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John B

Series 66

Lake Forest, IL

Merrill

John Bochniak is a financial advisor with Merrill in Lake Forest, IL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America and AXA Advisors. Outside of his advisory work, he participates as a test subject in a Phase III clinical trial for an experimental drug. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Adriana E

Series 66

Lake Forest, IL

Merrill

Adriana Edwards is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2006. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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