Carl Bowe is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to help them navigate their financial lives, providing strategies tailored to their unique goals and circumstances. Carl's approach emphasizes understanding what matters most to his clients and aligning their resources to support those priorities. With experience in areas including education planning, family wealth management strategies, legacy planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income, Carl delivers comprehensive financial guidance. He holds the designation of Personal Investment Advisor (PIA) and has earned a Master's of Business Administration (MBA) as well as a Bachelor's Degree from Pensacola Christian College. Carl's personal interests include chess, golfing, music, and reading. Drawing from his background and experiences, he is committed to facilitating thoughtful financial planning that helps clients build opportunities for their future and that of their families.

Ian Dubee is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as a Power of Attorney for a private entity in Wilson, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Melissa Wesley is a Financial Advisor at Merrill Lynch Wealth Management based in Raleigh, North Carolina. With over 20 years of experience in the financial industry, she assists individuals and families in pursuing their financial goals through strategies tailored to their unique needs. Her areas of focus include personal retirement planning, college and education planning, executive compensation, legacy planning, liquidity management, managing new wealth, portfolio management services, and retirement income. Melissa holds a High School Diploma from Cary High School and a Bachelor's Degree from North Carolina State University. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She works closely with clients of multiple generations to help build wealth, preserve assets, and educate families about financial responsibility. Outside of her professional role, Melissa is involved in community organizations such as the American Legion Auxiliary, Junior Achievement of Eastern North Carolina, and Triangle Beagle Rescue of North Carolina. Her personal interests include antiquing, boating, cooking, fishing, gardening, music, painting, spending time with her family, traveling, and yoga.

Justin Leaston is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill, he worked briefly at Equitable Advisors and held various roles outside finance, including as an independent contractor delivery driver for DoorDash. 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.

Phillip Stevens is a Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He works with individuals, families, retirees, and business owners to provide personalized financial planning and investment guidance. His approach focuses on understanding clients' goals and developing strategies to help pursue their short-, mid-, and long-term financial objectives. Phillip specializes in areas including liquidity management, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. He offers access to Bank of America specialists for banking, credit, home financing, and small business solutions to support comprehensive financial needs. A Raleigh native, Phillip graduated from North Carolina State University with a bachelor's degree concentrating in Finance. Inspired by his grandmother's career as a Merrill advisor, he is committed to building meaningful relationships and helping clients make confident financial decisions. Phillip holds the Personal Investment Advisor (PIA) designation.

Charles Royal III is a financial advisor at Merrill with the CFP® designation and over eight years of industry experience. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory work, he is involved in his community as a small group Bible study leader at Trinity Baptist Church and serves on several local boards, including Meredith College, the Raleigh Chamber, and The Green Chair Project. 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 client types including individuals, high-net-worth clients, and institutions.

Maria Carolina Todas is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2000. Outside of her advisory role, she is involved in part-time work with Intercruises Shoreside & Port Services and Split Second Timing, assisting with guest services and race operations respectively. 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.

Timothy Platt is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies that address their financial goals. He serves as a resource for services ranging from general investing and retirement planning to saving for unforeseen circumstances. Timothy also facilitates access to specialists within Bank of America for additional banking, credit, home financing, and small business solutions. Timothy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. He prioritizes building relationships with clients to provide tailored advice and ongoing guidance as their needs evolve.

Brennon Mills is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2016 and also has experience at Bank of America, N.A. since 2026. 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.

Thomas Cody is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held various roles including positions at the University of South Carolina and JCB Industries. He is based in Raleigh, NC. 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.

Susan Joor is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with developing personalized financial strategies. Since beginning her career in financial services in 1993, she has focused on areas including managing new wealth, personal retirement planning, women and wealth, and retirement income. Susan takes a comprehensive approach to wealth management, emphasizing listening to clients and helping them make informed decisions to address their individual needs. Susan holds a Bachelor's Degree from Ithaca College and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She integrates her credentials to support clients in pursuing their long-term financial goals through tailored strategies. A native of the Syracuse, New York area, Susan has lived in the Raleigh area since 1996. Her personal interests include hiking—having explored numerous mountains in the Adirondacks and Death Valley National Park—as well as music, pickleball, reading, and traveling. She enjoys working one-on-one with clients to develop customized financial plans aligned with their priorities.

Joan Bentley is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Kimberly Phillips is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2015. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Seamen III is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2006. He leads a team of five professionals providing strategic wealth management services to a select group of clients, including ultra-high net worth families, businesses, and non-profit organizations. His professional focus encompasses portfolio construction, integrated wealth management planning, security selection, and the implementation of these strategies. Before joining Merrill Lynch, George gained six years of experience as a Senior Financial Analyst and Manager for a Global 500 company. He holds a Bachelor's Degree in Finance from James Madison University. George maintains several professional designations, including Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, George has participated in community service through leadership roles such as serving on the Board of the Raleigh Rescue Mission and as President of the Raleigh Rescue Mission Foundation. He also served as Board President for SAFEChild and currently serves on their Foundation Board.

Connor Rosenblum is a financial advisor at Merrill in Raleigh, NC, holding the Series 63 and Series 66 licenses. He joined Merrill in 2026 and has previous experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. His varied work history includes roles in both financial services and other industries. 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.

Kaleb Wright is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. His work history includes roles at Bank of America N.A., Merrill, and Equitable Advisors, as well as non-financial positions with Immigration Centers of America and Liberty University. Outside of finance, he serves as a poll worker for the North Carolina Board of Elections. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Lassiter is a financial advisor at Merrill with Series 63 and Series 66 credentials and 54 years of industry experience. He has been associated with Merrill since 1971 and has worked at Bank of America, NA since 2009. Outside of his advisory role, he consults for a retail surf shop called Aussie Island Surf Shop. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.