Laura Khorshid is a Private Wealth Manager at Merrill Private Wealth Management. She provides service to individuals, families, businesses, and philanthropies, creating customized financial plans that align with each client's unique needs and working collaboratively with their advisors and a team of specialists. Laura focuses on offering advice and guidance on investment opportunities, tax minimization, estate planning strategies, and financial planning aimed at pursuing clients' goals. Laura has been in the investment industry since 2007, starting her career at Citigroup Smith Barney before joining Merrill in 2011. She oversees portfolio development, asset allocation, trading, and investment rebalancing and manages private investment exposure including equity, debt, and real estate. She evaluates alternative strategies for shareholders with single stock concentrations, focusing on protection, diversification, and liquidity. Her areas of expertise include college education planning, family wealth management, LGBT wealth planning, liquidity management, portfolio management services, socially responsible investing, women and wealth, and personal retirement planning. Laura holds a Bachelor's Degree in Business Administration with a concentration in International Business and a minor in East Asian Languages & Cultures from the University of Southern California. Through USC's International Exchange Program, she studied at National Taiwan University in Taipei, Taiwan. She is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Laura is multilingual, speaking English, Chinese, and Arabic. Outside of work, she enjoys antiquing, boxing, football, horseback riding, reading, running, spending time with her family, swimming, traveling, and yoga. She also has been involved with Sister Cities International and various USC Alumni Associations, including serving on boards and as an officer.

Christina Razzore is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley for nearly 19 years. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Wasmuth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in helping clients achieve financial confidence through a disciplined and tax-efficient approach to portfolio management, as well as by assisting with wealth transition strategies designed to pass on legacy assets to the next generation. Eric’s expertise includes college education planning, divorce transition planning, family wealth management strategies, employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eric earned his bachelor’s degree from the University of California System. Outside of his professional duties, Eric enjoys boxing, camping, golfing, swimming, tennis, and spending time with his family. His approach to wealth management centers on understanding clients’ life priorities to create personalized plans tailored to their goals and aspirations.