Megan Coggin is a financial advisor at Merrill with 16 years at the firm and 8 years of industry experience. She holds the Series 66 designation and is based in Myrtle Beach, SC. 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, integrating internal and third-party management with account administration and custody support.

William Lorenzo is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 credential and has been with Merrill since 2015. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Karen Tinnell is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2022 and previously held positions at Bank of America, Truist Financial, South State Bank, and East Coast 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. The firm offers a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Shannon Garcia is a financial advisor with Merrill in Myrtle Beach, SC, holding a Series 66 credential and bringing 11 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies alongside trading, account administration, and custody support for a diverse client base including individuals, high-net-worth clients, and organizations.

Kevin Pryor is a Series 66-registered advisor at Merrill with 33 years of industry experience. He has been with Merrill and its affiliate Bank of America since 2015. 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, and institutions.