Erica Robey is a financial advisor at Merrill with a Series 66 designation and three years of experience at the firm. Prior to joining Merrill in 2023, she worked with the Roswell Homeless Coalition for three years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Victoria Harman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial priorities by offering consultative wealth management services tailored to individual goals and circumstances. Victoria specializes in areas including education planning, family wealth management strategies, retirement income, tax minimization, socially responsible investing, and services for endowments, foundations, and non-profits. Victoria earned her Bachelor of Science degree in Food Science from Texas Tech University. She holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Prior to her financial career, she spent seven years as a Territory Manager with US Foods. She is active in the Roswell community through her involvement with Altrusa International of Roswell, NM. In her personal time, Victoria enjoys boating, cooking, fishing, gardening, golfing, reading, skiing, and traveling.

Mark Beeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience that dates back to the start of his financial career in 2008. Prior to transitioning to finance, he spent 12 years as an educator in the Roswell area. He is a lifelong resident of New Mexico, having grown up in Carlsbad, and holds a Bachelor of Science in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. Mark specializes in working with clients to identify their primary financial goals, including education funding, tax minimization strategies, and retirement planning. He focuses on developing tailored strategies aimed at building, managing, and preserving wealth for clients now and for future generations. He holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp. and also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark enjoys spending time outdoors and partakes in activities such as boating, golfing, hiking, running, and skiing. He and his wife, Kate, have two children, Bailey and Cameron, and enjoy traveling.