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Gabriel N

Series 63, Series 66

New York, NY

Merrill

Gabriel Negrini is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Merrill since 2024 and previously held roles at Bank of America and JPMorgan Chase Bank. 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, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Bowei M

Series 63, Series 66

New York, NY

Merrill

Bowei Ma is a financial advisor at Merrill in New York, NY, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, J.P. Morgan Securities, and Wells Fargo. Prior to his financial services career, he was employed at Tianjin Yixin International Trade Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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