Charisse Pierre is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2011, following roles at Morgan Stanley and Morgan Stanley & Co. LLC. Outside of her advisory work, she assists her daughter with a jewelry business and is involved in food delivery on a voluntary basis, as well as serving on the boards of two nonprofit organizations focused on community networking and finance. Merrill, along 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.

Ann Richardson is a financial advisor with Merrill in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Merrill since 1996 and concurrently at Bank of America, N.A. since 2011. Outside of her advisory role, she owns a rental business offering occasional beach house rentals in Dauphin Island, Alabama. Merrill 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 supported by internal and third-party managers for individual, high-net-worth, institutional, and charitable clients.

Robyn Roberts is a Financial Advisor with Merrill Lynch Wealth Management. She helps individuals and families create plans for the future to approach life's opportunities and challenges with greater confidence. Her work focuses on providing guidance, building relationships, and helping clients find financial well-being through education planning, family wealth management, legacy planning, personal retirement strategies, portfolio management, small business strategies, and investment strategies for both individuals and corporations. Roberts grew up in Pascagoula, Mississippi, where she learned early lessons about relationships, service, and hard work working in her family's restaurant. She earned a High School Diploma from Pascagoula High School and studied Business Administration at The University of Southern Mississippi. Prior to becoming a financial advisor, she worked in a skilled nursing care facility, gaining firsthand experience with families facing difficult financial decisions. This background informs her approach to financial planning, emphasizing the importance of making decisions well in advance. Roberts holds the Personal Investment Advisor (PIA) designation. Outside of her professional role, she enjoys antiquing, billiards, boating, cooking, drawing and sketching, music, painting, reading, and spending time with her family.

W K Drew is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Drew has also worked at Bank of America since 2011. Outside of his advisory role, he serves as a finance committee member at Christ Church Cathedral, a charitable organization in Mobile, Alabama. Merrill, together 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Kassi Reynolds is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Merrill, she worked at Spire Energy and has experience in the wellness industry through Above and Beyond Hot Yoga. She also spent time at Spring Hill College in multiple roles. 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 plans, corporations, and charitable organizations.

Dominique West is a financial advisor with Merrill in Mobile, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. West has been with Merrill since 1997. 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 and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.

W Garner Jeffery III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1998. He specializes in family wealth management strategies, legacy planning, and personal retirement planning. Garner holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama. Throughout his career, he has focused on developing products, services, and strategies tailored to his clients’ financial needs and goals. Born and raised in Mobile, Garner is active in his local community. He participates in youth sports and serves on the governing board of Goodwill of the Gulf Coast. Garner and his wife, Virginia, have five children.

Mark Dabbs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 2008 and focuses on delivering a disciplined and customized wealth management experience. Mark and his team consider clients’ broader life circumstances to provide tailored financial guidance. Mark has expertise in areas including college education planning, divorce transition planning, legacy planning, personal retirement planning, portfolio management services, and retirement income. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor of Science in Business Administration with a focus on Marketing and a minor in Computer Science from the University of Alabama. Mark graduated from UMS-Wright Preparatory School in Mobile, Alabama, where he was born and raised. He is an Eagle Scout and remains actively involved as an adult volunteer with the Boy Scouts of America. In his free time, Mark enjoys camping, fishing, music, scuba diving, and traveling.

Palmer Whiting is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads The Whiting Group, continuing a family legacy in wealth management started by his father, Wythe. Since joining Merrill Lynch Wealth Management in 1999, Palmer has focused on serving clients including business owners, physicians, attorneys, retirees from the energy industry, and individuals experiencing significant life events such as divorce or loss of a loved one. He emphasizes a disciplined, long-term, risk-averse investment approach that prioritizes diversification across global markets, asset classes, and sectors to maximize returns through various market environments. Palmer holds several professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from the University of Alabama System and completed his high school education at UMS Wright Preparatory School. Palmer and his team provide comprehensive wealth management services including family wealth management strategies, retirement income planning, tax minimization, philanthropic planning, and values-based investing. Outside of his professional role, Palmer is committed to serving and improving the communities of Mobile and coastal Alabama. He is dedicated to his family life with his wife, Casey, and their three children. His personal interests include fishing, football, hiking, hunting, running, and traveling.

Archie Legrone is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of South Alabama. Prior to his financial advisory career, Archie spent over a decade as an insurance claims professional, gaining insight into the financial challenges faced by working families. Leveraging his background and Merrill Lynch's resources, he delivers customized strategies addressing retirement planning, liquidity management, and tailored mortgage solutions among other services, particularly for clients with complex income situations such as 1099 earners. Archie is actively involved in his community as Vice President of the Pi Kappa Phi Housing Corporation, Vice President of the Pi Kappa Phi Alumni Association, and a member of the Knights of Columbus - St. Mary Council. He serves on the Board of Trustees for the Generations of Faith Sick and Retired Priests through the Archdiocese of Mobile. He and his family are parishioners at St. Mary Parish in Mobile, Alabama, and support organizations including Catholic Social Services and St. Vincent de Paul.

William Huddle is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides wealth management planning strategies to help clients reach their goals. He focuses on areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, special needs planning strategies, sports and entertainment, and retirement income. Mr. Huddle earned a Bachelor of Science degree in Finance from Auburn University in 1998. He joined Merrill Lynch Wealth Management in 1999 and has over two decades of experience in the field. His professional credentials include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He volunteers with the Food Bank and is a member of the Mobile Big Game Fishing Club. In his personal life, he enjoys boating, fishing, and spending time with his family. He resides in Mobile with his wife Allison and their three children: Kate, Alice, and William.

Thomas Lilly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients' unique life priorities. His approach integrates the investment insights of Merrill Lynch with the banking capabilities of Bank of America to address the various aspects of clients' financial lives, including retirement planning, college education funding, family wealth management, and tax minimization. Thomas holds a Bachelor's degree from Birmingham-Southern College and an MBA from Georgia Southern University. He is also a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). In addition to his professional work, Thomas is involved with community organizations such as the Rotary Club and Big Brothers Big Sisters. His client-focused philosophy emphasizes working one-on-one to help clients pursue their long-term financial goals.

David Bradford is the Senior Resident Director and a partner of the Whiting Bradford Wealth Management Group at Merrill Lynch Wealth Management. Since launching his career there in 2009, David has been serving clients alongside Palmer Whiting since 2012. He often acts as a client's first full-service advisor, creating organized structures to manage and optimize scattered investments for individuals such as business owners, physicians, attorneys, retirees, and others navigating significant life transitions like divorce or loss of a loved one. David specializes in developing risk-averse income and growth strategies that emphasize diversification, cost efficiency, Social Security, and health considerations. His approach involves comprehensive assessment of clients' aspirations and concerns, examining all aspects of their financial picture including trust documents, insurance policies, and external investments. David conducts periodic reviews to adjust portfolios and goals in response to changing client needs and market conditions. He collaborates with clients on strategies for investments, retirement, concentrated stock, education funding, wealth transfer, and business succession. He holds a Bachelor's Degree from Auburn University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). David is active in the Mobile community, involved with Big Brothers Big Sisters of South Alabama, and serves on the President's Cabinet for the University of South Alabama. He values family time with his wife Stephanie and their children, and enjoys golfing, hiking, running, soccer, and traveling.

Eugenia Paulk is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at Engineered Textile Products, Uniti Fiber, and Thames Batre Insurance. She also worked at The University of Alabama for four years. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley O'Brien is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2016 and 2017, respectively. Outside of her advisory role, she owns and operates a family business and a marquee light rental company, and serves on the board of directors for United Cerebral Palsy of Mobile. 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 institutional investors.

Erin Dominick is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1982. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.