Eric Lee is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA NA, Cetera Investment Services, and East West Bank. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yuran Liu is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to Merrill, they worked at Cathay Bank and Bank of America, N.A. Liu also serves as a California Notary Public, providing notary services since 2019. 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, utilizing model-based and discretionary strategies developed by internal and third-party managers for a range of individual and institutional clients.