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Jonelle R
Series 66
Upper Montclair, NJ
Merrill
Jonelle Rivas Diaz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes positions at Berges Dreyfous Abogados and the Universidad Nacional Pedro Henriquez Urena. 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 model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.
Joanne C
Series 66
Upper Montclair, NJ
Merrill
Joanne Conrad is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1996. 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.
Adam T
Series 63, Series 65
Upper Montclair, NJ
Merrill
Adam Tett is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill and Bank of America, N.A. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.
Steven C
Series 63, Series 66
Upper Montclair, NJ
Merrill
Steven Chiang is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2004 and holds Series 63 and Series 66 licenses. 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.
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