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Jairzinho S
Series 66
Stamford, CT
Merrill
Jairzinho Skair is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he owns and manages a laundromat business. 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 both model-based and discretionary strategies for a range of individual and institutional clients.
Caryn H
Series 66
Stamford, CT
Merrill
Caryn Halbrecht is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients with tailored plans and processes that align with their unique goals. Caryn assists clients in pursuing personal objectives such as funding education, planning for retirement and healthcare expenses, and developing strategies designed to achieve long-term family goals. Her approach emphasizes incorporating clients’ personal perspectives and priorities to bring clarity to the complexities of investing. Caryn’s personal interests include baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking. She works within Merrill Lynch Wealth Management to support clients in navigating their financial journeys through customized advice and planning.
Craig Y
Series 66
Stamford, CT
Merrill
Craig Young is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. He has worked at Merrill since 2015. 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.
Charles B
Series 66
Stamford, CT
Merrill
Charles Branch serves as a Resident Director and co-founder and senior partner of Branch-Zorda Wealth Management at Merrill Lynch Wealth Management, where he has worked since 2006. He focuses on building clear financial roadmaps to help clients define and prioritize their life and financial goals. Charles advises and educates clients to navigate the complexities of investment decisions and crafts customized wealth strategies that consider all aspects of their lives. He also sits on the board of Merrill's Black/African American Leadership Council and has been a featured speaker at various events within the firm. Charles holds a Bachelor's Degree from the Virginia Military Institute (VMI), where he was a four-time conference champion, All-American athlete, and a first ballot Hall-of-Famer. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he serves on the Virginia Military Institute Board. Outside of his professional responsibilities, Charles is involved with multiple charities, major colleges, and universities. He resides in Greenwich, CT, with his wife and two children.
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