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Ruth S

Series 66

Oklahoma City, OK

Merrill

Ruth Sarker is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked with firms including Bank of America and Wells Fargo. Outside of her advisory role, she is the sole owner of a rental property in Minnesota. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Danny P

Series 66

Oklahoma City, OK

Merrill

Danny Polite is a financial advisor with Merrill based in Oklahoma City, OK. He holds a Series 66 designation and has eight years of industry experience. Danny has worked at both Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Tax-loss harvesting Active portfolio management Wealth management
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Ashraf M

Series 66

Oklahoma City, OK

Merrill

Ashraf Mohamad is a financial advisor with Merrill in Oklahoma City, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MidFirst Bank and Bank of America, N.A., and he has experience in both financial services and other sectors. 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.

Tax-loss harvesting Active portfolio management Wealth management
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