Kimberly Kirk is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career with JP Morgan Chase and joined Merrill Lynch in 2015. Kimberly specializes in providing personalized guidance to clients, helping them meet their financial goals and objectives by developing financial roadmaps and implementing appropriate investment strategies. Her expertise covers a range of areas including college education planning, corporate executive services, executive and equity compensation services, family wealth management strategies, legacy and personal retirement planning, as well as socially responsible and ESG investing. Kimberly holds a bachelor's degree in finance from the University of Delaware and is a CERTIFIED FINANCIAL PLANNER™ certificant awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Kimberly is a member of the NAWBO Greater DC professional organization. When not working, she enjoys gardening, hiking, interior decorating, photography, pickleball, pottery, running, skiing, and spending time with her family. She resides in Olney, Maryland with her husband, Justin.

Kevin Di Manna is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously employed at Arthur J. Gallagher from 2015 to 2017. Outside of his advisory role, he coaches younger baseball players through sports camps and clinics as an independent contractor. 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 and profit-sharing plans, corporations, and charitable organizations.

John Stokes is a financial advisor at Merrill with a Series 66 credential and approximately one year of industry experience. His prior work history includes roles at Bankers Life & Casualty Co. and Morgan State University. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yomaris Pichardo Gonzalez is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She has worked within Bank of America and Merrill since 2018 and has held roles at the University of Maryland and Montgomery 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Kramer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients, including executives, business owners, and families, to provide personalized financial advice and guidance tailored to their unique needs and goals. His approach emphasizes forming meaningful relationships that extend beyond investment transactions and supporting clients through various personal and financial milestones. Mark holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Yeshiva University. Mark values understanding clients as both individuals and investors to develop financial strategies that align with their long-term objectives. In addition to his advisory role, Mark engages with the community by volunteering with local organizations, continuing the Merrill tradition of community participation.

Lionel Ives is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in advising individual investors. He focuses on a value approach to investment management to help clients meet their personal financial goals through personalized wealth management strategies. Lionel holds a Bachelor's Degree from the University of Maryland and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He emphasizes collaboration with clients to develop tailored financial strategies aligned with their long-term objectives. In addition to his professional work, Lionel participates in community activities and volunteers with local organizations. Outside of his advisory role, he enjoys cooking, golfing, and spending time with his family.

Matthew Griggs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2000 and joined Merrill Lynch in 2008. He handles the management of the team's business operations as well as serving as a relationship manager. His client focus areas include liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Matthew graduated from Randolph-Macon College with a degree in Business Economics. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Within Merrill Lynch, he is a member of the Merrill Charitable Committee in Rockville and has previously assisted with training new hires in the Greater Maryland PMD program. He lives in Kensington, Maryland with his wife Megan and their two children, Curtis and Abigail. Outside of work, Matthew enjoys spending time with his family, coaching youth sports, and engaging in activities such as baseball, camping, cooking, football, golfing, music, scuba diving, skiing, and softball.

Eisley Kim is a Financial Advisor at Merrill Lynch Wealth Management, specializing in developing personalized retirement strategies and comprehensive wealth plans. She is dedicated to assisting clients in various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, portfolio management services, and tax minimization. Eisley holds a Bachelor's Degree from McDaniel College and the Professional Investment Advisor (PIA) designation. She focuses on crafting asset allocation strategies aligned with clients' financial goals to help secure their financial futures. Her approach emphasizes building trust and satisfaction among the families and businesses she serves. Beyond her professional work, Eisley participates in community events such as the Chicago Triathlon 2023 and Independence Triathlon 2022. Her personal interests include adventure sports, camping, football, hiking, music, pickleball, pottery, reading, running, and traveling.

Erick Quiroz is a Financial Advisor at Merrill Lynch Wealth Management, working as a Merrill Financial Solutions Advisor. He collaborates closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. Erick provides guidance on a range of financial matters including investing, retirement planning, and unexpected expenses. He also offers access to specialists at Bank of America for services such as banking, credit, home financing, and small business solutions. Erick focuses on helping clients manage the complexities of various financial priorities such as purchasing a home, saving for education, caregiving for elderly parents, and preparing for healthcare needs. He provides one-on-one support to define goals and construct portfolio strategies designed to achieve them, adapting advice and guidance as clients' situations evolve. Erick holds the Personal Investment Advisor (PIA) professional designation. He earned a High School Diploma from Sherwood High School.

Daniel Gomes is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in helping individuals, business owners, and entrepreneurs build, preserve, and grow their wealth through personalized financial strategies. Daniel's expertise encompasses areas such as corporate benefits, executive compensation, institutional investment consulting, portfolio management, and small business strategies. Daniel holds a bachelor's degree in Accounting from Universidad Católica Andrés Bello in Caracas, Venezuela, and an MBA from San Francisco State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional background includes roles at Morgan Stanley, KPMG, and leadership positions in private companies, providing him with a comprehensive perspective on financial planning and management. Active in the community, Daniel serves on the Board of Directors of the Greater Washington Hispanic Chamber of Commerce and has been involved with the National Association of Hispanic Real Estate Professionals (NAHREP) in the Washington, DC area. He volunteers with organizations including Catholic Charities USA and the Knights of Columbus. Daniel resides in Rockville, Maryland, with his wife and three daughters, and speaks Spanish, Portuguese, and English.

Patrick Kavanaugh is a financial advisor with Merrill in North Bethesda, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at institutions including The Catholic University of America and the Colorado School of Mines Foundation. 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.

Miguel Dominguez Jimenez is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at Capital One Bank before joining Merrill and Bank of America in 2018. Outside of his advisory role, he is developing an online clothing business to be sold through a personal website as well as platforms like Amazon and eBay. 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 to individuals, high-net-worth clients, and institutional investors.

Aiman Alosta is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals and aspirations. With over 20 years of experience, Aiman provides ongoing guidance and advice to high net-worth individuals and businesses, focusing on areas such as college education planning, equity compensation services, family wealth management, personal retirement planning, tax minimization, and retirement income. He is adept at analyzing complex financial situations and implementing strategies designed to streamline finances and pursue clients' objectives. Aiman holds a Bachelor's Degree from George Mason University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Arabic, he works to help clients define what matters most to them and build flexible strategies aligned with today’s changing market conditions, integrating investment insights from Merrill and banking solutions from Bank of America. Outside of his professional work, Aiman enjoys adventure sports, bowling, horseback riding, music, and watching movies. He also values spending quality time with his children and supporting their sports and fundraising activities.

Lorenzo Harrison is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools to take control of their financial lives and choose the platform that best fits their needs. He holds professional designation as a Personal Investment Advisor (PIA) and has earned both a Bachelor's and a Master's Degree from the University System of Maryland. Lorenzo specializes in getting to know clients to understand what is important to them, helping develop strategies to pursue their financial goals. His expertise includes general investing, retirement planning, and saving for the unexpected. Outside of his professional work, Lorenzo is involved with DeMatha Catholic High School Football.

Brandon Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked for the Nuclear Regulatory Commission and Toy Castle. 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 plans, corporations, and charitable organizations.

Jonas De Bem is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and entrepreneurial ventures such as Wizard De Bem Idiomas. 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 institutions.

Kyle Dry is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families to create personalized financial strategies. He focuses on areas including executive compensation, equity compensation services, family wealth management strategies, endowments, foundations and non-profits, legacy planning, liquidity management, managing new wealth, small business strategies, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Kyle earned his Bachelor's Degree from the University of Tennessee. Outside of his professional work, Kyle has interests in basketball, fishing, football, golfing, and sewing.

John Axley III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1990 and has worked in the Rockville, now North Bethesda, Maryland office. John holds the designations of Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA). John's areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. He graduated from the University of Maryland with a double major in Finance and Economics. John is involved in various civic and philanthropic activities, including membership in Leadership Montgomery and serving as past Chair of the University of Maryland Colonnade Society. He lives in Montgomery County with his wife and three children and is active in his church. His personal interests include genealogy, pickleball, reading, running marathons, and traveling.

Anteneh Gebretsadik is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, including experience with Bank of America. 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.

Dylan Branson is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with individuals and families to provide personalized financial planning, investment management, and tax mitigation strategies. Dylan focuses on areas such as equity compensation services, managing new wealth, tax minimization, and retirement income. He holds a Bachelor's Degree in Economics from the University of Maryland, College Park, and an Associate's Degree from Montgomery College. Dylan has earned the Personal Investment Advisor (PIA) designation. Raised in Montgomery County, Maryland, he works closely with clients before and through retirement to address their financial needs and goals. Outside of his professional work, Dylan engages in adventure sports, chess, and skiing.