Apopka, FL E Main St Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

2

Of 25,448 advisors across 3,093 offices

Location

33 E Main St

Apopka FL 32703

Advisors at this office

2

Advisors at this office

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Ashley S

Series 66

Apopka, FL

Merrill

Ashley Starr is a financial advisor with Merrill in Apopka, FL, holding a Series 66 designation and beginning her advisory career in 2026. Prior to her current role, she worked at Bank of America and has experience in healthcare and retail sectors as well as academic positions. 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, institutional plans, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Nisha P

Series 66

Apopka, FL

Merrill

Nisha Partab is a financial advisor with Merrill in Apopka, FL, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Progressive and PRUCO Securities, LLC, as well as The Prudential Insurance Company of America. Outside of her advisory role, she operates a sole proprietorship as an independent stylist for nail accessories and manages two LLCs related to her online sales and rental activities. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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