Phillip Lehman is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His work history includes roles at Bank of America and Advanced Energy Solutions, as well as experience at the University of Arizona. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zhouyuan Wu is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Merrill, Wu worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Wu has held roles at Lions Financial and has academic experience from Johns Hopkins University and Binghamton University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Jing Liu is a financial advisor at Merrill with 12 years of industry experience. Liu holds the Series 63 and Series 66 designations and has worked at Bank of America/Merrill since 2017, including a prior role at Shoujun Asset Management Limited. 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 investment strategies supported by internal and third-party managers, serving individual, high-net-worth, and institutional clients.