Alexander Clark is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients in the Bay Area to develop tailored financial strategies focused on asset allocation and long-term growth. His approach emphasizes understanding each client's individual goals and priorities to provide personalized advice across a range of areas, including equity compensation services, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. Clark holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oceana High School. Through Merrill's platform, he offers clients access to a comprehensive suite of financial resources, including banking, credit, home financing, and small business solutions. Outside of his professional role, Clark enjoys baseball, football, music, reading, singing, spending time with family, and watching movies.

Alexander Lamont is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He assists clients in managing their wealth by providing investment insights and access to banking and lending solutions through Bank of America. With a focus on helping clients handle various financial priorities, including home purchases, education savings, and healthcare planning, Alexander defines goals collaboratively and chooses portfolio strategies designed to achieve them. He offers ongoing advice and adapts portfolios as clients' situations evolve. Alexander holds a Bachelor's Degree from Saint Mary's College of California and carries the Personal Investment Advisor (PIA) designation.

Lora Williams is a financial advisor at Merrill in Palo Alto, CA, with 25 years of industry experience. She holds a Series 66 license and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years. 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 a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathon Davidson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and JP Morgan Securities, among other roles. He was also the sole proprietor of Blake and Williamson, LLC, a holding company no longer in use. 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, institutions, and charitable organizations.

Aicha Fofana is a Financial Advisor at Merrill Lynch Wealth Management based in the Palo Alto office. She collaborates closely with clients to understand their unique financial goals and offers personalized guidance to assist with building, managing, and preserving their wealth. Prior to her current role, Aicha worked as a Relationship Manager, where she gained experience supporting clients in achieving their financial objectives. Her career has been centered on fostering long-term relationships rooted in trust and communication. Aicha holds FINRA Series 7 and Series 66 registrations and has earned the Chartered Retirement Planning Counselor™ (CRPC) designation. She obtained her Bachelor's Degree from Franklin & Marshall College and remains committed to staying informed about industry developments to provide clients with thoughtful and informed financial guidance.

Chia Yu Lin is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Chia works with clients to develop personalized financial plans that align with their unique ambitions and priorities. Her approach involves connecting clients with the appropriate people, plans, and processes to help them pursue personal goals such as funding education, planning for retirement, and managing long-term family objectives. Chia holds a Master of Business Administration (MBA) from Ashland University and has earned the designation of Personal Investment Advisor (PIA). She emphasizes simplicity and transparency in wealth planning to make the investment process more accessible and manageable for her clients.

Benjamin Jordan is a financial advisor at Merrill with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Bank of America, Ameriprise Financial Services, and New York Life Insurance. Jordan is based in Palo Alto, California. 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 and profit-sharing plans, corporations, and charitable organizations.