Ozkan Demircan is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he has held positions at various organizations, including Marshall University and Bertec. 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 plans, corporations, and charitable organizations.

Phillip Claxton is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Anheuser Busch LLC for six years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs various portfolio implementation approaches and integrates strategic asset allocation with tax-aware strategies for investors with higher tax sensitivity.