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John B
Series 66
Phoenix, AZ
Merrill
John Burke is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes positions at Bank of America, Malca-Amit Security Services LLC, EcoShield, Revana TTEC, and Best Buy. Merrill serves a broad range of clients—including individuals, retirement plans, corporations, and institutional clients—offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm employs multiple investment strategies and highlights tax-focused capabilities, supported by integration with Bank of America affiliates and a comprehensive capital-markets platform.
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