Desmond Bascombe Jr. is a financial advisor with Merrill in Pembroke Pines, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. He has previously worked at Bank of America, Charles Schwab, TD Ameritrade, Mass Mutual, and MML Investors Services. Outside of his advisory role, he is a general partner and managing member of several privately held companies focused on property management and development. 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 institutional investors.

Samuel Mondelo is a financial advisor with Merrill and holds the Series 66 designation. He has two years of industry experience, including roles at Bank of America and Merrill since 2024. Prior to his financial services career, he worked at Pet Supermarket for three 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.