Andrew Pineda is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. He has been with Merrill since 2019 and is currently also associated with Bank of America, N.A. Prior to his financial career, he held positions at Dose Of Colors, McDonalds, and Blurry Bike Shop. 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.

Mary Levy is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2012. 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 supported 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.