Bradford Rawlings is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management planning, including trust planning, estate planning services, and legacy planning. Brad works directly with individual and small business clients to align their wealth management plans with their long-term financial goals. Brad began his career in the financial services industry in 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree in Accounting and Business Administration from the College of Charleston and completed executive education studies in Investment Strategies and Portfolio Pension Management at the Wharton Business School Aresty Institute, University of Pennsylvania. Brad resides in Summerville with his wife, Dalyn, and their four daughters. His personal interests include golf, fishing, boating, adventure sports, camping, reading, and traveling. He is involved in the community through the Dorchester County Water Authority (DCWA).

Tara Schiavoni is a financial advisor at Merrill with 3 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1998. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Brian Noone is a Senior Financial Advisor at Merrill Lynch Wealth Management and a managing partner of The 712 Investment Group. He has been in the financial services industry since 1998, joining Merrill Lynch in 1999. In his role, he oversees the organizational structure of the team, coordinating internal and external partnerships and long-term strategic planning. Brian works with affluent clients to develop individualized strategies that fit their income and growth objectives, focusing on asset preservation and risk management. He provides wealth analysis that encompasses all facets of clients' financial lives and collaborates with other professionals such as CPAs and tax/estate attorneys to ensure cohesive planning. Brian also accesses Bank of America Merrill Consulting Services to assist endowments and foundations in designing their investment policy statements. He holds a bachelor's degree in finance from Villanova University, where he was a member of the men's basketball team. Brian is involved in his community through coaching youth basketball and baseball with organizations such as the Catholic Youth Organization, Police Athletic League, and Trident Basketball Association. He resides in Charleston, SC, with his wife Jennifer and their five children.

Jackson Wood is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on planning and providing financial advice tailored to each client's needs and goals. Jackson takes time to understand what is important to clients in order to develop strategies aimed at pursuing short-, mid-, and long-term objectives. He acts as a resource for general investing, retirement planning, and saving for unexpected events. Additionally, Jackson provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Jackson holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from North Carolina State University. He is registered with NMLS ID 2437865.

Paul Vannatta is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1997. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, credentials awarded by recognized industry boards. Paul graduated from Penn State University with a B.S. in Finance and also studied International Business and Economics at Cologne University in Germany. Paul focuses on various client areas including education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works closely with his team and other trusted advisors to develop customized wealth management plans that take into account clients’ financial needs and objectives. Outside of his professional work, Paul enjoys biking, boating, football, ice hockey, running, soccer, and volleyball. He resides with his family in Sullivan's Island, South Carolina.

Mark Simms is a Senior Financial Advisor with Merrill Lynch Wealth Management in Mount Pleasant, South Carolina. He has been in the financial services industry since 1994 and holds the Professional Investment Advisor (PIA) designation. Mark earned a Bachelor of Business Administration from Western Connecticut State University and is a veteran of the U.S. Navy. Mark focuses on delivering a comprehensive approach to managing wealth by connecting all aspects of clients' financial lives. He works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs, helping them articulate their short- and long-term goals. He combines personalized service with the investment insights of Merrill Lynch and the banking convenience of Bank of America to recommend financial strategies aligned with clients’ objectives. His client focus areas include personal retirement planning, women and wealth, and retirement income. Beyond his professional role, Mark has been involved in his community through leadership and volunteer roles. He served as president of the Newtown Country Club from 2007 to 2009 and was a team leader for HomeFront and Americares from 1998 to 2017. He enjoys golfing, running, and traveling.

Morgan Campbell is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2009. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Gilbert is a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team provide clients with personalized wealth plans and access to banking solutions from Bank of America. Christopher joined Merrill in 2018 and brings 20 years of experience in the financial services industry. Christopher's expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He assists corporate executives in integrating their corporate benefits into a long-term financial strategy. His background includes extensive work in plan design, administration, audit support, fiduciary investment selection, enrollment, and compliance, which informs his approach to advising clients and plan sponsors. He holds multiple professional designations including Certified 401(k) Professional (CkP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Christopher earned a High School Diploma from Hibriten High School, an Associate's Degree from Caldwell Community College, a Bachelor's Degree from Appalachian State University, and an MBA from the University of South Carolina. He participates in professional and community organizations including Leadership Charleston, AARP, Carolina Voyager Charter School Board of Directors, Charleston Friends of the Library, and Friends of Carolina Voyager Charter School. In his personal time, he enjoys boating, cooking, fishing, gardening, golfing, reading, soccer, swimming, watching movies, and spending time with his family.

Michael Lilley is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. With over 26 years of experience, he supports individuals and families in navigating changing markets and economic cycles through coordinated financial planning and personalized advice. He assists clients by integrating investments, retirement planning, tax considerations, lending solutions, and estate planning to address important financial decisions. Michael holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Chartered Retirement Planning Counselor (CRPC), and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Marist College. His approach centers on understanding the complete financial picture of his clients to bring clarity and coordination, helping them save time, preserve and grow wealth, and reduce financial stress. Outside of his professional work, Michael enjoys cooking, fishing, music, reading, running, spending time with his family, tennis, traveling, and yoga.

Adam Epstein serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he applies his expertise in retirement planning and personal investment strategies to support clients' financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Adam earned his bachelor's degree from the University of South Carolina System.

Hunter Bradley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at Atlanta Voiceover Studio for four years and held positions with the Douglas County Board of Commissioners and Alexander High School. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Bennett is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. With approximately 24 years of experience as a financial advisor, he specializes in working with affluent clients across the United States. Bennett offers personalized wealth management strategies that take into account clients’ full financial pictures and evolving market conditions. He provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America. Bennett holds a Bachelor's Degree from Clemson University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional affiliations include participation in the Hibernian Society, St Mary's Church, Porter Gaud School Parents Association, and Ronald McDonald House. He is actively involved in community organizations such as the Hibernian Society Foundation, Porter Gaud School Foundation, St Mary's Catholic Church, Windwood Farm Home for Boys, and Ronald McDonald House.

John Brockwell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he held positions at Radford University Alumni Office, McKeever Electrical and Plumbing, James River Heating and Air, Radford University, Hanover Country Club, and Patrick Henry High School. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leslie Puckhaber is a financial advisor with Merrill in Mount Pleasant, SC, holding a Series 66 credential and 28 years of industry experience. She has been affiliated with Bank of America and Merrill since 1996. Outside of her advisory role, she is listed as a signatory for Puckhaber Construction, a limited liability company. 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, offering both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and various institutional entities.

Josephine Beebe is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill for a total of ten years, with a brief period outside the industry. 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, and various institutions using model-based and discretionary strategies developed by internal and third-party teams.

Brandon Benton is a financial advisor with Merrill in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously employed by AXA Advisors, LLC. 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 and profit-sharing plans, corporations, and charitable organizations.

William Wennberg Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Le Cavalier, and Equitable Advisors, LLC. He has worked in various capacities outside finance, including at Dupont Country Club as a fitness desk attendant. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Brosey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial advisory profession for over 25 years and has been with Merrill Lynch since 2009. Matthew holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. In his role, Matthew works with a select group of clients focusing on helping them grow, preserve, and transfer their wealth. His areas of expertise include managing cash flow and investment portfolios, personal and home financing liabilities through Bank of America, tax-efficient strategies, insurance, and estate planning. He specializes in college education planning, retirement planning, portfolio management, and tax minimization. Matthew earned a Bachelor's degree from Indiana University. He lives in Mount Pleasant with his wife Ashley and their two children. Outside of work, he enjoys fishing, football, golfing, and traveling.

Stephen Tucker is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Wells Fargo, E*TRADE Securities, and Fidelity Investments. He also has experience outside the industry, including managing Breezy Point Market for six years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Munn is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Merrill since 2009. Prior to that, he has been associated with Bank of America, N.A. since 1998. Outside of his advisory role, he serves on the community advisory board for Hilton Head Christian Academy. 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, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth investors, and institutional entities.