Andrew Liebers is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves as a Team Financial Advisor for the Liebers Group. He began his career in 2021 as a Private Wealth Client Associate for the Private Executive Services team before transitioning to his current role in 2023. Andrew focuses on building connections with clients and fostering trusted relationships to provide dedicated and reliable service for their wealth management needs. Andrew specializes in delivering comprehensive financial strategies for high-net-worth individuals and their families by leveraging the full range of products and services from Merrill Lynch Wealth Management and Bank of America. His client focus areas include college education planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. He graduated Cum Laude from the Freeman College of Management at Bucknell University with a Bachelor of Science in Business Administration, majoring in Global Management and minoring in Classics. Andrew holds designations as a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, and maintains Series 7 and Series 66 FINRA registrations as well as New York Health and Life Insurance licenses. Originally from Connecticut, he now resides in New York City and enjoys tennis, basketball, and golf in his leisure time.

Evan De Vito is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His background includes roles outside of finance, such as working with Irish Riviera LLC, a hospitality business, and other positions in retail and education. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Mcdonough is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2015 and has been with Bank of America, N.A. since 2018. 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 developed by internal and third-party managers.

Gabriela Villamizar Plata is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her work history includes roles at Merrill, Bank of America, and Wood and Fire, as well as academic experience at Florida State University and Eastchester High School. 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 plans, corporations, and charitable organizations.

Peter Grayson is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies tailored to each client's financial goals and the changing conditions of the market. He leverages investment insights from Merrill along with banking and lending solutions from Bank of America to support his clients' needs. Peter holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Lafayette College. He follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. His approach centers on working one-on-one with clients to develop financial strategies aimed at helping them pursue their long-term objectives.

Stephen Jastrzembski is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Pension Associates Retirement Planning and Robert Half. 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 range of individual and institutional clients.

Matthew Grossman is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Merrill since 1990. 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.

Mark Young is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. His prior work includes roles at Revelation Real Estate, Henry and Horne, CBIZ MHM, and he also spent two years at Grand Canyon University. 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 and profit-sharing plans, corporations, and charitable organizations.

John Gallagher is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he integrates various aspects of clients' financial lives to develop personalized wealth management strategies. He combines the personalized attention of a boutique advisory service with the global resources of a major financial institution, tailoring investment solutions to clients’ risk tolerance, time horizon, liquidity requirements, investment objectives, and associated costs. John joined Merrill Lynch after a career in international hospitality and holds a Bachelor of Science degree in Business Management from Seton Hall University. He holds the Personal Investment Advisor (PIA) designation and provides a broad range of investment services, including wealth management, investment planning, and portfolio development. His client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, and individual and corporate investment strategy. Outside of his professional responsibilities, John participates in community service through volunteering with local organizations. His personal interests include cooking, genealogy, music, and spending time with his family.

Megan Lo Iacono is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022. Prior to that, she held roles at Stratos Wealth Partners and George Martin the Original, among others. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bryce Brown is a Financial Advisor with Merrill Lynch Wealth Management, serving on the Private Executive Services (PES) team at the firm's flagship office in New York City. He has spent his entire financial services career with the PES team, taking on multiple roles across the corporate and private wealth sectors. Bryce works with a diverse clientele that includes corporate executives, financial professionals, founders of privately held companies, and their families. He focuses on delivering comprehensive wealth management solutions by thoroughly understanding clients' financial objectives, managing concentrated positions, and crafting strategies to meet long-term goals. Bryce has expertise in corporate benefit programs such as equity compensation—including stock options, restricted stock awards, performance unit awards, and stock appreciation rights—defined benefit plans, and deferred compensation arrangements. He assists corporate executives in integrating these benefits into a holistic financial approach. His client focus areas include college education planning, executive compensation, liquidity management, retirement income, and wealth management for sports and entertainment professionals. Bryce holds a Bachelor of Science degree in Economics from Purdue University. He maintains Series 7 and 66 FINRA registrations, as well as insurance and annuities licenses. His professional designations include Personal Investment Advisor (PIA) and Accredited Wealth Management Advisor for Sports & Entertainment (SE-AWMA). Bryce grew up in southern Indiana and currently resides in Jersey City, New Jersey. Outside of work, he enjoys exercising, traveling, and spending time with family and friends. He is involved with the National Kidney Foundation.

Timothy Hickey is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Commonfund Securities for 18 years before joining Merrill and Bank of America in 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Dolce is a Series 66-licensed financial advisor with Merrill in New York, NY, where he has worked since 2017. He has eight years of industry experience, including seven years previously at Capital Point Financial Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean O'Brien is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2012. Outside of his advisory role, O'Brien serves as an advisory board member for the Institutional Investor Equity Advisory Board, an organization that facilitates interaction and idea-sharing among institutional traders. 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 a range of clients, including individuals, high-net-worth clients, and institutions, utilizing internal and third-party managers supported by comprehensive trading and account administration.

Riley Zhu is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Riley worked at New York University and spent over a decade at China Eastern Airlines-North America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a combination of model-based and discretionary investment strategies.

Michael Norber is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Park Avenue office. He is a member of The Snyder/Balducci Group, where he focuses on guiding high-net-worth individuals and their families through a goals-based wealth management process. His client focus areas include divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michael holds the Chartered Retirement Planning Counselor (CRPC) designation as well as FINRA Series 7, 63, and 66 registrations. He graduated from Rutgers University with degrees in Business Communication and Economics. His expertise includes portfolio design, long-term financial management planning, investment advising, and comprehensive wealth analysis. He works alongside the Snyder/Balducci Group to provide customized wealth management solutions that help clients achieve their financial goals. Michael resides in New Jersey with his wife Alana and their daughters, Ava and Siena. His personal interests include baseball, basketball, football, golfing, ice hockey, music, softball, tennis, traveling, and spending time with family. He is also involved with the professional organization A Little Hope.

Brennan Yoza is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has been with Merrill since 2014. 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 provides model-based and discretionary investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Reanna Faron is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas such as college education planning, corporate benefits, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, philanthropic planning, women and wealth, tax minimization, and retirement income. She holds a Bachelor's Degree from the State University of New York System and a Master's Degree from Canisius College. Reanna has earned professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Her approach involves uncovering what matters most to clients and their families to create strategies that pursue their financial goals. Outside of her professional role, Reanna enjoys reading, spending time with her family, traveling, and volunteering. She participates in community activities with organizations such as Camp Good Days, FeedMore WNY, Habitat for Humanity, and Rotary International.

Michael Marotta is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Mercer, UBS, and J.P. Morgan Chase. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and monitoring through multiple investment strategies and benefits from integration with Bank of America affiliates.

Michael Saraceno is a Series 66-credentialed financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2010 and has worked concurrently at Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various model-based and discretionary investment strategies developed by internal and third-party teams.