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Troy A

Series 66

Tacoma, WA

Merrill

Troy Allison is a Series 66 licensed financial advisor with Merrill in Tacoma, WA, and has seven years of industry experience. He also has a long tenure with Bank of America N.A. dating back to 2005. Outside of his advisory role, Mr. Allison is a contract musician and music director, providing music support for military church services and working as a songwriter and producer. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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