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Edward S
Series 63, Series 65
Pennington, NJ
Merrill
Edward Shown is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Merrill since 2006 and concurrently with 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.
Graham D
Series 66
Pennington, NJ
Merrill
Graham Dendler is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as experience outside finance working at Trenton Country Club. He also competes in golf events organized by the Philadelphia Section PGA. 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.
Caroline P
Series 66
Pennington, NJ
Merrill
Caroline Posthumus is a Series 66-licensed advisor with Merrill, based in Pennington, NJ, and has 23 years of industry experience. She has been with Merrill since 2004. 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, pension plans, corporations, and charitable organizations.
Todd H
Series 66
Pennington, NJ
Merrill
Todd Hess is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2016. 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.
Joseph M
Series 63, Series 66
Pennington, NJ
Merrill
Joseph Marino is a financial advisor with Merrill, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services 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.
Julia B
Series 66
Pennington, NJ
Merrill
Julia Bialoglowa is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2007. 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 supported by internal and third-party investment teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Jason V
Series 66
Pennington, NJ
Merrill
Jason Viglianti is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 8 years of industry experience. He has been with Merrill since 2015. 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.
Steven K
Series 66
Pennington, NJ
Merrill
Steven Kim is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2006. Merrill serves a diverse client base, including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers a range of investment management services through multiple program strategies and manager-constructed portfolios, supported by its integration with Bank of America affiliates.
April H
Series 63, Series 66
Pennington, NJ
Merrill
April Halloran is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she serves as a trustee on the board of Morrisville Presbyterian Church, where she oversees building and grounds management. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Mi'aziah J
Series 63, Series 65
Pennington, NJ
Merrill
Mi'aziah Johnson is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at HSBC in various capacities, including HSBC Securities USA and HSBC Bank USA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal CIO teams and third-party managers.
Trevor L
Series 66
Pennington, NJ
Merrill
Trevor Luyben is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His career includes roles at Bank of America and Willis Towers Watson, as well as several years as a self-employed advisor prior to joining Merrill. 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.
Paulyn G
Series 63, Series 66
Pennington, NJ
Merrill
Paulyn Gow is a financial advisor with Merrill based in Pennington, NJ, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Merrill since 2018 and concurrently at Bank of America, N.A. since 2021. 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 a range of individual and institutional investors.
Jonathan C
Series 66
Pennington, NJ
Merrill
Jonathan Cates is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, previously spending four years at Delaware Investments. 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.
Joseph E
Series 66
Pennington, NJ
Merrill
Joseph Endaya is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2022. Outside of finance, his prior experience includes roles in education and community organizations such as Westfield Public Schools and Saint Helen's Church. 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 managers.
Christian D
Series 66
Pennington, NJ
Merrill
Christian Dailey is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill and its parent company, Bank of America, since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Andrew P
Series 63, Series 66
Pennington, NJ
Merrill
Andrew Pakis is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he serves as a board member of St. Demetrios Greek Orthodox Church in Perth Amboy, New Jersey. 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, and institutional investors, implementing trading, account administration, and custody support.
Ryan H
Series 63, Series 66
Pennington, NJ
Merrill
Ryan Harrison is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he works as an Uber driver. 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 a range of individual and institutional clients.
Hank G
Series 66
Pennington, NJ
Merrill
Hank Gallacher is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with Black Whale Bar and Fish House for six years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Sean M
Series 66
Pennington, NJ
Merrill
Sean Mc Keegan is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work history includes roles at Roxiticus Country Club, FedEx, and Barclay Water Management, as well as time spent at Rutgers University and Ocean County 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 supported by internal and third-party managers for a range of individual and institutional clients.
Brian C
Series 63, Series 66
Pennington, NJ
Merrill
Brian Comartin is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at John Hancock and John Hancock Distributors LLC for eight years before joining Merrill in 2019. 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, and institutional investors.
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