Aspen, CO Office
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Merrill
Institution
Firm-wide stats for Merrill
About
Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.
Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).
Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.
Based on Merrill
Location
Aspen CO
Advisors at this office
2
Advisors at this office
Andrew B
Series 63, Series 66
Aspen, CO
Merrill
Andrew Bushong serves as a Senior Financial Advisor with The Hill Country Group at Merrill Lynch Wealth Management. He focuses on financial planning, portfolio management, and estate planning strategies, advising clients on both sides of the balance sheet and managing assets and liabilities to support their financial goals. Andrew brings experience from two decades in medicine, real estate, and technology, applying this background to help deliver goals-driven results. His team, recognized by Forbes as one of the "Best in State" wealth management teams in Texas for 2023 and 2024, emphasizes client-centered service and community involvement. He holds a bachelor's degree from the University of Houston System and maintains the Personal Investment Advisor (PIA) designation. Andrew has lived in Austin for over 30 years with his wife and is active in community organizations, including Northwest Community Church, YoungLife, Bless.World, Family Legacy, Partnerships for Children, and The First Tee. His personal interests include golfing, hiking, and skiing.
Steven L
Series 63, Series 65
Aspen, CO
Merrill
Steven Latterman is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been providing wealth management advice and services to high net worth families since 1994. Steven co-founded Alpha & Omega I.C.S., a software development company for large distribution centers, before joining his father at what was then Advest. His professional experience includes navigating the sale of his business and transitioning to a new career, which informs his approach to helping clients manage life’s financial transitions. Steven’s areas of expertise include family wealth management strategies, legacy planning, charitable planning, tax minimization, and retirement planning, with a focus on planning-based "WealthCare" strategies. He holds the designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA). Steven earned a Master of Science in Industrial Administration (MBA) with Distinction from Carnegie Mellon University and a Bachelor of Science in Engineering, summa cum laude, from the University of Pennsylvania. Outside of his professional work, Steven is involved with the Jewish Federation of Greater Pittsburgh. His personal interests include cooking, football, scuba diving, skiing, spending time with family, and traveling.
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