Austin, TX Ranch Road 620 S Office

John Barrett is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1986, he has focused on providing disciplined, long-term investment strategies to high-net-worth corporate executives, entrepreneurs, and philanthropic organizations. He works closely with individual clients to help them actively pursue their financial objectives and those of future generations, while also guiding philanthropic organizations through wealth management strategies that support their missions. John holds several professional designations, including the Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned his bachelor's degree from SUNY Cortland. In addition to his advisory role, John offers philanthropic consulting through Bank of America's Institutional Investment & Philanthropic Solutions Group and collaborates with Merrill Institutional Consulting specialists to serve institutional clients. Since 1996, John has been a featured speaker at the Securities Industry Association's conference at The Wharton School. He actively serves many charitable organizations in his community. Outside of work, John enjoys adventure sports, baseball, spending time with his family, and traveling.

Teri Mc Laughlin is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has previously worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ashley Potts is a Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2008 and holds the Personal Investment Advisor (PIA) designation. Ashley earned her High School Diploma from McCallum High School. Ashley focuses on helping clients align their financial plans with what matters most to them and their families. She works with clients at various stages of market experience, providing guidance to build strategies that support their goals over time. Outside of work, Ashley enjoys reading, gardening, spending time with family and friends, as well as activities such as boating, bowling, cooking, painting, and yoga.

Albert Russell is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides guidance to individuals and families across the United States, helping them develop wealth management, retirement, educational, and legacy plans. His client base includes athletes, coaches, entrepreneurs, business owners, executives, and retired professionals. Albert employs Merrill Lynch’s open architecture platform to deliver strategies tailored to each client's specific goals and life priorities. With over 40 years of experience in financial advising, Albert focuses on areas such as education planning, family wealth management strategies, managing new wealth, personal retirement planning, and serving clients in sports and entertainment. He emphasizes understanding clients’ unique priorities in order to create personalized financial plans designed for their goals and aspirations. Albert holds a Bachelor’s degree from the University of Kentucky and the Personal Investment Advisor (PIA) designation. He has been a member of the Black Professional Group at Bank of America. Outside of his professional work, Albert volunteers with community organizations including Women In Jazz and those that promote women's wellbeing and children's education. He resides in Austin, Texas, with his family and enjoys interests such as chess, cooking, and spending time with his grandchildren.