Thomas Desanctis is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in goals-based wealth management for affluent families, accomplished professionals, and successful business owners. With over 25 years of experience in wealth management, Thomas works alongside a team of specialists to provide customized advice, exceptional service, and a disciplined investing approach tailored to each client’s financial objectives. His expertise includes education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income strategies. Prior to his wealth management career, Thomas spent more than seven years in Merrill’s capital markets division, focusing on fixed income securities. He began his professional journey in institutional services at Merrill’s New York City office. Thomas holds a Bachelor’s degree from Saint John's University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his professional work, Thomas is committed to community involvement and follows Merrill’s tradition of volunteering within the communities he serves. Outside of his advisory role, he enjoys golfing, racquetball, skiing, and traveling.

Thomas Wallis is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with professionals and families to simplify financial decisions around investing, retirement planning, and long-term wealth building. He focuses on areas including college education planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Thomas holds a Bachelor's Degree from Southern Methodist University and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also a member of the SMU Alumni association. Outside of his professional work, Thomas enjoys football, golfing, ice hockey, running, soccer, spending time with his family, traveling, and watching movies.

Paul Selvin is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1989. He provides clients with access to global resources, a broad range of services, and an investment platform supported by Bank of America and Merrill Lynch's open architecture. His services include comprehensive financial and investment planning, with a particular focus on retirement and education funding. He offers discretionary management through personalized or defined strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He also collaborates on trust and estate plans, insurance and annuities, philanthropic efforts, and strategies for families with special needs. Selvin holds a Bachelor of Business Administration degree in Finance from the University of Michigan. He has been recognized on several industry lists, including Barron's "America's Top Financial Advisors" and Forbes' "Best-in-State Wealth Advisors" and wealth management teams. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is committed to community involvement, having endowed a scholarship at the University of Michigan, received honors from the Sunrise Association, and the Volunteer of the Year Award in 2024 from Chabad of SE Morris County. Additionally, he coaches youth baseball, hockey, and soccer. He lives in Livingston, NJ with his wife and two sons.

David Katz is an International Wealth Advisor and Managing Partner of Katz Wealth Advisors at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2003, he has focused on identifying and addressing the challenges that ultra-affluent individuals and their families encounter, emphasizing customized strategies tailored to their unique circumstances. His approach combines education with financial guidance to help clients make optimized financial decisions. David has extensive experience advising entrepreneurs, privately held companies, professionals in financial and real estate industries, law firm partners, and individuals in the sports and entertainment sectors. His expertise includes investment and risk management, tax minimization, credit and lending, income and liquidity management, advanced estate planning, wealth transfer, and philanthropy. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), among others. David graduated from the Sy Syms School of Business at Yeshiva University with a bachelor's degree in Finance. He is proficient in English and Hebrew.

Glen Mc Dermott is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Moody's Analytics. 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.

Patrick O'Malley is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1995. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Quan is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Merrill, Mass Mutual, Citigroup, and Bank of America in various capacities. Quan currently serves at Merrill in New York, NY. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brenden Squyres is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to his career in finance, he was employed by Jamba Juice for seven years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Glenn Patti is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Glenn's areas of expertise include creating customized investment performance reviews, preparing personalized net worth statements, retirement income projection and planning, and financing education for clients' children. He also offers analysis and advice on 401(k) investment choices, stock option strategies, and investment tax considerations. Glenn has a long-standing professional relationship with Holly at Merrill dating back to 1994. He earned a bachelor's degree in accounting from Villanova University. Glenn resides in Rutherford, New Jersey, with his wife, son, and daughter. Outside of his professional work, he enjoys snowboarding, playing guitar, and competing in triathlons.

Wesam Akel is a Financial Advisor with Merrill Lynch Wealth Management who supports High-Net Worth and Ultra-High Net Worth individuals, families, and business owners in developing comprehensive wealth management strategies. Drawing on his expertise as a Senior Portfolio Advisor with the SE-AWMA® designation, he focuses on income planning, liquidity management, equity compensation, and multigenerational wealth. Wesam utilizes Merrill Lynch’s investment platform alongside Bank of America's suite of capabilities to help clients manage cash flow, mitigate tax impact, and navigate risk through tailored portfolio construction and a long-term perspective. Wesam holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His educational background includes a High School Diploma from Global International School, coursework at Orange Coast College, and completion of an Accredited Certificate Program from the College for Financial Planning. Outside of his professional role, Wesam’s personal interests include basketball, boxing, chess, golfing, and tennis. He aims to serve as a trusted partner by aligning clients’ financial decisions with their personal lives and long-term legacy goals.

Kolapo Atanda is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Bank NA and served in roles at Syracuse University and Queens College. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Curdy Saintvil is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2008. Outside of his advisory role, he works part-time in food delivery for Uber Technologies, Inc. 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 clients including individuals, high-net-worth clients, and institutions.

Hilda Frost is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on creating personalized wealth management strategies tailored to the unique financial goals of her clients. Hilda leverages the investment resources of Merrill and the banking and lending services of Bank of America to help clients navigate changing market conditions. Hilda holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Birmingham-Southern College. She is committed to working closely with clients to develop strategies designed to pursue their long-term financial objectives. In addition to her professional work, Hilda participates in community volunteering, reflecting Merrill’s tradition of community involvement.

Rodrigo Alvarez is an International Wealth Advisor with Merrill Lynch Wealth Management, bringing more than 35 years of experience in financial services to affluent clients in the U.S. and internationally. He began his career in 1987 at Citibank Private Bank in New York, serving high-net-worth clients primarily based in Latin America, and joined Merrill Lynch in 1998. Rodrigo’s expertise centers on international wealth management, family wealth strategies, retirement income, and college education planning. He is fluent in Spanish, Portuguese, and English. Rodrigo holds a Bachelor’s degree in Economics from Columbia University and an MBA with a concentration in Finance and International Business from the Stern Business School at New York University. He is a Personal Investment Advisor (PIA) and leverages his extensive understanding of global regulations, currency issues, tax considerations, and wealth transfer strategies to develop customized financial plans for multi-generational families and private business owners. Rodrigo emphasizes diversification across asset classes and geographies, including emerging and developed markets, and incorporates alternative investments where appropriate to enhance portfolio performance and reduce volatility. Born and raised in Chile, Rodrigo lives in Yonkers, New York with his wife and three children. Outside of his professional responsibilities, he enjoys spending time with family and participating in activities such as traveling, skiing, soccer, tennis, fishing, gardening, horseback riding, music, and yoga. His approach to wealth management is grounded in building strong relationships and crafting strategies aligned with each client’s goals.

Thomas Albertson is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2007 and has been with Bank of America, N.A. since 2017. 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.

John Ong is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1994 and at Bank of America, N.A. since 2011. He is also associated with an outside investment-related business, Anita C Ong. Merrill, together with its affiliate Managed Account Advisors LLC, provides model-based and discretionary 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 with a variety of investment strategies and support services.

Robert Warburgh is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1993, concurrently serving at Bank of America, N.A. since 2011. 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 supported by internal and third-party managers for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Spencer Cohen is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Bank of America N.A., Merrill, UBS Financial Services Inc., and Equitable Advisors. 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 teams.

William Kendall is a Series 66 licensed advisor with Merrill in New York, NY, with seven years of industry experience. His work history includes roles at Bank of America, Merrill, and Morgan Stanley. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Newton Hasegawa is an International Wealth Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing expert financial guidance. Newton earned a Bachelor's Degree from Universidade de Brasilia and completed a Master's Degree at the University of Virginia. His education supports his focus on international wealth advisory services.