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Axel C
Series 63, Series 66
Winter Haven, FL
Merrill
Axel Calderon Garza is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Bank of America, Amazon, and various educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies developed by internal and third-party managers.
Nery S
Series 66
Winter Haven, FL
Merrill
Nery Saucedo Gonzalez is a financial advisor with Merrill in Winter Haven, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, Nery worked at Equitable Advisors and held various roles in mortgage lending and public service. Outside of finance, Nery is a managing member and general partner of a mobile bartending business serving private events. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
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