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Mark O
Series 66
Wake Forest, NC
Merrill
Mark Obrien is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Barry V
Series 63, Series 66
Wake Forest, NC
Merrill
Barry Venick is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of his advisory role, he owns a family retail sports souvenir business in Raleigh, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
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