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Jason A

Series 66

Pennington, NJ

Merrill

Jason Arbittier is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2008. 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 range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Clara S

Series 66

Pennington, NJ

Merrill

Clara Siegel is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2019. 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Oliver G

Series 63, Series 66

Pennington, NJ

Merrill

Oliver Gordon is a financial advisor at Merrill with 11 years of industry experience. He has held his current role at Merrill since 2016 and holds Series 63 and Series 66 designations. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Matthew M

Series 66

Pennington, NJ

Merrill

Matthew Mattia is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Harris D

Series 66

Pennington, NJ

Merrill

Harris Demarco is a financial advisor at Merrill with eight years of experience in the industry. He holds a Series 66 designation and previously worked at J.P. Morgan Chase. Outside of his advisory role, he is the CEO of Speiik LLC, a digital media company focused on content creation for social media. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Tax-loss harvesting Active portfolio management Wealth management
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Jordan M

Series 66

Pennington, NJ

Merrill

Jordan Mroczkowski is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018. His prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank from 2015 to 2018, as well as PS Wolf Media/Cablevision. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Daniel P

Series 63, Series 66

Pennington, NJ

Merrill

Daniel Preece III is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Merrill since 2008 and also associated 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 individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Divya R

Series 66

Pennington, NJ

Merrill

Divya Rao is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and nine years of industry experience. Prior to joining Merrill in 2017, she worked at Wells Fargo and Icon Information Consultants. She serves as a co-trustee for a family trust. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Paige S

Series 66

Pennington, NJ

Merrill

Paige Singer is a Series 66-licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2009. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Walter A

Series 66

Pennington, NJ

Merrill

Walter Archer is a financial advisor at Merrill with the Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Freedom Mortgage, and various other companies. He is a part owner of WAC Entertainment, LLC, a music and entertainment business that is currently inactive. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Juliana G

Series 66

Pennington, NJ

Merrill

Juliana Gaviria Duque is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. She has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she is the owner of FCG Investments LLC, a for-profit business. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Camila G

Series 66

Pennington, NJ

Merrill

Camila Gindel is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Her prior roles include positions at P.J. Robb Variable Corp., Crump Life Insurance Services, Bank of America, and CW International LLC. Outside of her advisory work, she provides Portuguese, Spanish, and English interpretation services, primarily for medical sessions. 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.

Tax-loss harvesting Active portfolio management Wealth management
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