Anchorage, AK Office

William Marshall is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2009. He specializes in developing wealth management strategies and portfolios that support clients' financial goals, focusing on individuals, families, and businesses. Since beginning his career in financial services in 2006, William has taken a comprehensive approach to clients' financial planning, addressing a range of objectives including retirement, education financing, tax minimization, Social Security maximization, and legacy planning. His work involves building, managing, and preserving wealth for current and future generations. William holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's degree from Brandeis University and his Master's degree from the University of Massachusetts at Amherst. William is also involved in his community as a board member of Anchorage Project Access and the Eagle River Nature Center. He lives in Anchorage, Alaska with his wife, Sara, and their two children.

Amrita Mcsharry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2015. She focuses on developing personalized financial strategies to help individuals, families, and businesses achieve their short- and long-term financial objectives. Her expertise includes education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, women and wealth, and retirement income. Amrita began her career in the financial services industry in 2006. She holds a Bachelor of Science in Business Administration with majors in finance and marketing from the University of Denver and a Master's Degree from the College for Financial Planning. She has earned several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Amrita is involved in the Anchorage South Rotary and supports community initiatives such as the organization Thread. In her personal time, she enjoys cooking, hiking, reading, skiing, practicing yoga, and spending time with her family.

Matthew Hobbs is a Financial Advisor with Merrill Lynch Wealth Management based in Anchorage, Alaska. He dedicates his practice to helping individuals and families pursue their financial goals by providing investment consulting for defined contribution plans, sports and entertainment sectors, and retirement income planning. Matthew focuses on building long-term relationships and developing personalized strategies tailored to each client's unique life circumstances and priorities. Holding the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations, Matthew assists clients through every stage of their financial lives, from wealth accumulation to retirement planning and legacy preservation. He emphasizes a client-centered approach, prioritizing listening and understanding what matters most to each client before crafting thoughtful, disciplined financial plans. Matthew earned both his bachelor's and master's degrees from the University of Hartford. Outside of his professional work, he enjoys participating in and following basketball, running, skiing, spending time with his family, and watching movies.

Leopold Lemelson is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Anchorage, Alaska office. In his role, he provides services to institutions and high net worth private clients by leveraging the capabilities of Merrill Lynch Wealth Management alongside the banking services of Bank of America. He is responsible for understanding the unique objectives, constraints, and liquidity needs of each client and focuses on designing and implementing structured and disciplined financial and liability strategies. Leopold joined Merrill in 2012 following a career as a pilot in the U.S. Air Force. He holds a Bachelor's degree from the United States Air Force Academy. He has earned the Certified Investment Management Analyst (CIMA) designation, sponsored by the Investments & Wealth Institute and taught in conjunction with the Wharton School of Business, and holds the Personal Investment Advisor (PIA) credential. Leopold participates in community activities through volunteering with organizations in the local area, aligning with Merrill's tradition of community involvement.

Charles Carr serves as a Resident Director at Merrill Lynch, where he works as a Senior Financial Advisor and Portfolio Manager. In his role, he is dedicated to building strong client relationships through personalized advice and managing discretionary investment strategies that may include individual securities and model portfolios. He assists individuals, families, and businesses with their financial planning needs, including retirement income, tax minimization, liquidity management, and employee financial health. Charles holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's degree from the University of Montana System. He is involved in several professional organizations such as the Alaska Economic Development Council, Alaska General Contractors, Anchorage Hockey Association, CommonWealth North, Sigma Nu, and the University of Montana House of Delegates. Outside of his professional commitments, Charles participates in community initiatives including the Sigma Nu Navigator Mentorship Program. He enjoys various sports and outdoor activities such as adventure sports, camping, football, golfing, ice hockey, and volleyball. Charles strives to balance his roles as a financial advisor, husband, and father.

Tyann Boling Hollis is a Senior Financial Advisor with Merrill Lynch Wealth Management in Anchorage, Alaska. Since joining the firm in 2015, she has focused on providing personalized financial strategies tailored to the priorities of individuals and their families. Tyann offers clients access to Merrill’s investment insights and the banking services of Bank of America, assisting with goals such as retirement planning, education funding, and tax minimization. Tyann holds a Bachelor's Degree from Louisiana Tech University, earned while serving in the US Air Force in Louisiana. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Northwest Washington, she has made Alaska her home for over a decade and is active in the Anchorage community, including involvement with the Anchorage Rotary. Outside of her professional role, Tyann enjoys fishing, hiking, horseback riding, and yoga.

Mark Titzel is a financial advisor with Merrill in Anchorage, Alaska, holding a Series 66 designation and 29 years of industry experience. He has worked at Merrill since 1997 and Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Tommy Kibler is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since January 2000. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®) designations, credentials awarded by the Certified Financial Planner Board of Standards, Inc. and the College for Financial Planning, respectively. Tommy also carries the Personal Investment Advisor (PIA) designation. Tommy earned a Bachelor’s degree from the University of Alaska System, with studies in International Marketing and Russian/Business Administration. He applies a strategic approach in his client work by closely understanding individual family needs and goals, often collaborating with clients’ CPAs or estate attorneys to align efforts. He has received recognition from Barron's as a Top 1,200 Financial Advisor and from Forbes as a Best-in-State Wealth Advisor in Alaska over multiple years. In addition to his professional role, Tommy is active in his community, participating on several boards and organizations that work toward community improvement. He originally came to Alaska in 1992 as a Russian linguist with the U.S. Army, where he met his wife and now raise their three children.

Brandon Baker is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Anchorage, Alaska. He is a member of the Carr, Baker, & Associates team, where he focuses on assisting individuals, families, and companies with personalized wealth management strategies tailored to their evolving financial needs. His expertise spans family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income planning. Brandon has been an Alaska resident for over 26 years and holds a Bachelor's Degree in Business Administration from the University of Alaska Anchorage. Before joining Merrill Lynch in 2017, he worked for three years at Marsh & McLennan Agency specializing in enterprise risk management solutions across Alaska. He holds the Certified Financial Planner (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Outside of his professional work, Brandon is actively involved in the community as a Springboard Diving Judge and Coach and participates with the Arctic Alaska Diving Club, Inc. He enjoys outdoor activities characteristic of Alaskan life, including camping, hiking, skiing, fishing, and spending time with his family at their cabin in Willow.

Kenneth Jones is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Merrill since 1984. Since 2010, he has also been associated with Bank of America, NA. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm offers multiple investment program strategies governed by its CIO and platform oversight, with a focus on manager selection and tax-efficient implementation, supported by its integration with Bank of America affiliates.

John Peterson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill since 1995 and has concurrently worked at Bank of America, N.A. since 2011. Peterson is also involved in managing multiple LLCs that hold real estate investments. Merrill serves a diverse client base including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers a variety of managed account programs and portfolio management services supported by a broad platform, including integration with Bank of America affiliates.

Christine Kane is a financial advisor with Merrill in Anchorage, Alaska, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Outside of her advisory role, she holds a power of attorney position with a non-investment-related entity in Broadus, Montana. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Rose is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop strategies that address short-, mid-, and long-term goals. His approach includes personalized wealth management tailored to evolving market conditions and client needs. Samuel’s expertise spans general investing, retirement planning, and financial preparedness. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Tennessee Technological University.

Michael Murphy is a financial advisor with Merrill in Anchorage, Alaska, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Merrill since 1997 and at Bank of America, NA since 2009. 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.

Rachel Irwin Richardson is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. She has been with Merrill since 2019 and previously worked in housekeeping and community roles in Anchorage, AK. Outside of her advisory work, she also performs food delivery services for Uber Eats on a part-time basis. 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 individual and institutional clients.