Tim Do is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His work history includes roles at Bank of America, JPMorgan Chase Bank, and Boston Scientific. 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 plans, corporations, and charitable organizations.

Joshua Reeh is a financial advisor with Merrill in Rockwall, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Edward Jones for three years and has experience in the electric supply sector. Outside of his advisory role, he owns a lawn service business serving five clients locally. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.