Beverly Boatwright is a financial advisor with Merrill in Montgomery, AL, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 1988, totaling 38 years with the firm. 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, pension plans, corporations, and charitable organizations.

Andrea Brown is a financial advisor with Merrill who holds the Series 66 designation and has 19 years of industry experience. Her career includes roles at Morgan Stanley and Bank of America, N.A., where she has worked since 2019. Brown has been with 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 for individuals, high-net-worth clients, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Jonathan Parker is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients' individual financial goals. He leverages the investment insights of Merrill and the banking and lending services of Bank of America to provide comprehensive support tailored to clients’ changing market conditions. Jonathan holds a Bachelor's Degree from Auburn University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations, reflecting his commitment to the communities he serves.

Sarah Burt is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, previously working at UBS Financial Services from 2006 to 2010. Outside of advising, she is an independent consultant for Rodan + Fields, a direct selling skincare company. 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 both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Nanette Dieguez is a Series 63-registered financial advisor with Merrill in Montgomery, AL, where she has worked since 2014. She has 18 years of experience in the industry. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Cameron Clark is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals prepare to retire with dignity and grace while continuing to support them as their financial goals evolve over time. His client focus areas include legacy planning, managing new wealth, socially responsible and values-based investing, ESG investing, and retirement income. Since graduating from Auburn University with a bachelor's degree, Cameron has gained experience across various facets of the financial services industry, including banking, loan origination, servicing 457b plans, and delivering seminars on personal finance. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Cameron enjoys spending time with his wife and two boys. His personal interests include adventure sports, biking, cooking, music, reading, tennis, and following Auburn football. He also plays guitar and piano, particularly blues, soul, and funk music.

Jeffrey Bogdanovich is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he served in the U.S. Coast Guard from 2015 to 2022 and briefly worked at Infinity Bicycles. 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, pension plans, corporations, and charitable organizations.

David Brooks is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. He brings to his role over a decade of experience in the financial services industry, having begun his career in 2009. Prior to joining Merrill Lynch, David worked with Vanguard Investment Co. in Charlotte, NC. He focuses on delivering client-centered advice grounded in time-tested principles, assisting individuals, families, and business owners in managing their financial lives with clarity and attentiveness. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, and retirement income. David holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Auburn University, where he and his wife, Candice, both graduated from the College of Business. They live in Auburn, AL, with their three sons, Ward, Emmett, and Lucas. The family emphasizes strong values related to commitment and family, and they are members of First Baptist Church Opelika. Outside of his professional pursuits, David enjoys activities such as golfing, boating, cooking, fishing, football, hunting, music, and spending time traveling with his family.

Jacob Ray is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2013 after completing his Bachelor's Degree from Middle Georgia College in Air Traffic Management. Jacob holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. His professional focus includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. Jacob works with a diverse group of clients across the country to develop financial strategies aligned with their short- and long-term objectives. Jacob and his wife Catherine reside in Montgomery, Alabama with their two children, Hanan and Virginia. The family is active in their local community and participates in organizations such as the Alabama Shakespeare Festival, First United Methodist Church, Montgomery Symphony Orchestra, and Saint James School. Outside of work, Jacob's interests include cooking, football, music, reading, running, skiing, and traveling.

Megan Carter is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Merrill since 2020 and previously worked at Alfred Saliba Corporation for four years. Outside of her advisory role, Megan is involved with her church as the director of children's music, working with children from pre-kindergarten through fifth grade. 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 and profit-sharing plans, corporations, and charitable organizations.

William Beatrous is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized wealth management strategies tailored to their individual financial goals. William leverages the investment insights of Merrill and the banking services and lending solutions offered by Bank of America to provide comprehensive financial guidance. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William earned his High School Diploma from Montgomery Catholic Preparatory. Committed to community involvement, he dedicates time to volunteering with local organizations in alignment with Merrill's tradition of serving the communities it supports.

Erin Cooper is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018, prior to which she spent ten years at CPSI/TruBridge. 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, and institutional investors, combining internal investment teams with third-party managers.

Marty Edge is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds a Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from Auburn University at Montgomery as well as a Master's Degree from Troy University. With over 21 years of experience, Marty specializes in helping clients navigate complex and evolving financial markets. His investment philosophy emphasizes high-quality investments, diversification, and a disciplined focus on long-term objectives. He adapts strategies to reflect changing market conditions, economic cycles, and individual life transitions while maintaining sound investment fundamentals. Marty's approach centers on connecting all aspects of clients' financial lives to prioritize and pursue their most important goals, aiming to build lasting relationships based on trust and long-term success.

Rebecca Devereux is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is based in Montgomery, AL. 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, pension plans, corporations, and charitable organizations.

Betty Clark is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of finance, she owns a photography business providing services for individuals, families, and events. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using model-based and discretionary strategies developed by internal and third-party managers.

Tabitha Bond is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following prior roles at Wells Fargo Clearing, Wells Fargo Bank, Wells Fargo Advisors, and Cetera Investment Services. Outside of her advisory role, she is involved with Impact 100 of Baldwin County, a women’s organization that awards grants to local nonprofits focused on arts, education, environment, family, and health. 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 a range of individual, institutional, and charitable clients.

Travis Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ unique financial goals, leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Travis holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama System. He is committed to working closely with clients one-on-one to create flexible financial strategies that reflect their long-term objectives. In addition to his professional work, Travis participates in community activities through volunteering, following Merrill’s tradition of engagement in the communities it serves.

Harrison McDaniel is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and small businesses to create tailored financial plans aimed at helping clients achieve their short-, mid-, and long-term goals. His approach involves understanding each client's priorities to develop strategies that address education planning, family wealth management, retirement planning, portfolio management, tax minimization, and small business financial strategies. Harrison serves as a resource for a wide range of financial services, including investing, retirement planning, and preparing for unexpected expenses. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. His professional designation is Personal Investment Advisor (PIA), and he holds a Bachelor's Degree from Jacksonville State University. Harrison is registered with NMLS under ID 1979938. Outside of his professional work, Harrison enjoys activities such as boxing, camping, football, golfing, hiking, hunting, music, reading, soccer, and spending time with his family.

Grant Chambliss is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Birmingham, Alabama. He specializes in creating wealth management plans for families, focusing on areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, and retirement income. Grant joined Merrill Lynch in 2019 following his graduation from the University of Mississippi. As a Personal Investment Advisor (PIA), Grant provides financial planning tailored to each client's individual goals, including asset protection, retirement planning, and building a lasting legacy. He works with clients to help them preserve and grow their wealth in line with their personal objectives. Grant participates in his community through involvement with Faith Presbyterian Church and the Jefferson County Department of Human Resources. He also contributes as a foster parent with Jefferson County DHR and supports Lifesouth Community Blood Centers. Outside of his professional commitments, Grant enjoys adventure sports, camping, fishing, hunting, running marathons, traveling, woodworking, and writing.

Tracy Horne is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience to her role. She specializes in retirement planning and providing services for endowments, foundations, and non-profit organizations. Tracy's approach centers on developing personalized financial strategies tailored to clients' long-term goals, with a focus on socially responsible, values-based, and ESG investing, as well as supporting women and wealth management. Tracy holds a Bachelor's Degree from the University of Georgia and maintains the Professional Investment Advisor (PIA) designation. She is actively involved in her community, volunteering with the United Methodist Children's Home and participating as a member of the First United Methodist Church of Montgomery. Outside of her professional and community commitments, Tracy enjoys spending time with her family at the lake.

Daniel Phillips is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and 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 investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Donna Akin is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2004. 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.

Laurie Russell is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she focuses on developing personalized financial strategies tailored to clients' individual goals and adapting to changing market conditions. Laurie provides clients with access to Merrill’s investment insights as well as the banking and lending solutions of Bank of America. Laurie holds the designation of Personal Investment Advisor (PIA) and earned an Associate’s Degree/College Diploma from Huntingdon College. She is committed to engaging with the communities she serves and actively volunteers with local organizations. Her approach emphasizes working closely with clients to pursue their long-term financial objectives.

Jolanda Burkett is a financial advisor with Merrill in Montgomery, Alabama, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill since 2001. In addition to her advisory role, she serves as a fiduciary and administrator for family estates. 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 a broad range of clients including individuals, high-net-worth clients, and institutions.

Kathryn Wall is a Financial Advisor at Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA). Kathryn earned her Bachelor's Degree from the University of Alabama. Her professional background includes a focus on financial planning and investment management.

Elizabeth Harris is a financial advisor with Merrill in Montgomery, AL, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with Merrill since 2006. 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.

Jennifer Dismukes is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has worked at Merrill since 2017 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and International Advisory Consultants Inc. She serves as a fiduciary and co-trustee for family trusts in Mobile, Alabama. 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.

Ronald Stallworth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families spanning multiple generations, business owners, and executives, employing a goals-based wealth management approach that places clients at the center of every personalized strategy. His focus areas include divorce transition planning, employee financial health, personal retirement planning, small business strategies, and retirement income. Ron brings over thirty years of experience in the financial industry, addressing complex financial strategy issues for high net-worth individuals. He leverages the resources of a specialized team at Merrill to assist clients with financial matters, including retirement and estate planning for both individuals and businesses. Ron also provides services to current and retired professional athletes, helping them navigate financial transitions. His professional credentials include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Before entering finance, Ron was an All Southeastern Conference defensive lineman at Auburn University and spent 2.5 years in the NFL with the New York Jets and Kansas City Chiefs. He holds a bachelor's degree from Auburn University and a master's degree from Troy University. Outside of work, Ron enjoys football, reading, and spending time with his family.

William Chastain is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2009, focusing on helping clients develop solutions and provide investment guidance tailored to individuals, families, and businesses by understanding their short- and long-term financial goals. He holds a Bachelor of Science degree in Finance from the University of Alabama and earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and personal retirement planning. William resides in Pike Road, Alabama, where he is actively involved in the community through organizations such as Saint James United Methodist Church, Southeastern Dixie Youth Baseball, and the YMCA Boys Work Committee. Outside of his professional activities, he enjoys spending time with his family and coaching baseball.

Stephanie Hill is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and previously worked at BB&T from 2013 to 2016 before joining Merrill in 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Teresa Bechard serves as a Resident Director at Merrill, bringing over 30 years of experience in financial services, including 11 years with Merrill. In her role, she focuses on helping clients and their families develop personalized financial strategies that address key areas such as retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Teresa holds a Bachelor's Degree from Faulkner University and has earned several professional credentials, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She emphasizes understanding clients' individual priorities to devise plans that guide important financial decisions and adapt to their changing needs. Beyond her professional duties, Teresa is engaged in community service and dedicates time to volunteer efforts. Her personal interests include boating, cooking, fishing, football, and traveling.