Austin, TX Office

John Attard is a Private Wealth Manager at Merrill Private Wealth Management, specializing in family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among other areas. He collaborates with families, entrepreneurs, and financial professionals to address the creation, management, and stewardship of wealth through personalized financial strategies geared toward clients’ long-term goals. With over 30 years of experience in private banking, wealth management, and business consulting, John brings a broad perspective to his client relationships. He has held financial advisory roles at UBS and Citigroup and served more than 14 years as an active duty reservist in the U.S. Navy, retiring as a Lieutenant Commander in 2006. John holds a Bachelor of Science degree in finance and accounting from Southern Illinois University and an MBA with honors in finance and economics from DePaul University’s Kellstadt Graduate School of Business. He has also earned the CERTIFIED FINANCIAL PLANNER® designation along with certifications in Sports & Entertainment Accredited Wealth Management. John is a member of the Bank of America Military Support & Assistance Group (MSAG) and has been involved with the College of DuPage Foundation as a former board member. He is also a member of MenLiving. His personal interests include adventure sports, biking, camping, cooking, golfing, hiking, music, reading, writing, and yoga.

Lance Giambelluca serves as Senior Resident Director and Wealth Management Advisor at Merrill Lynch. With nearly 30 years of investment experience, he offers personalized wealth management strategies focused on helping clients pursue their long-term financial goals. Lance's approach integrates the investment insights of Merrill and the banking and lending solutions of Bank of America, providing comprehensive financial guidance to high net worth families. Throughout his career, Lance has developed expertise in portfolio construction, liability management, estate planning services, philanthropic planning, and retirement strategies. He supports clients through personalized attention combined with the resources of a global financial firm. Lance holds significant professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Retirement Planning Counselor™ (CRPC™). Lance graduated from the University of Texas at Austin with a Bachelor of Business Administration degree in 1993 and began his career with Merrill in New Orleans before relocating to Austin, Texas. He currently serves as Senior Resident Director of the Davenport office and Practice Management Development Coach. In addition to his professional work, Lance participates in community organizations such as the Central Texas Food Bank, Ronald McDonald House, and Community First!, and is involved with professional organizations including the L3 Organization and Legatus Austin.

Carlos Aguilera serves as an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since 2012, he has provided personalized financial strategies that address the unique needs of clients, particularly focusing on managing cross-border wealth complexities. He supports clients with a range of services including family wealth management strategies, liquidity management, tax minimization, retirement income planning, and small business strategies. Carlos is a native speaker of both Spanish and English, which enables him to serve a diverse client base with clarity and confidence. He holds professional designations as a Chartered Retirement Planning Counselor and Personal Investment Advisor within the Merrill Investment Advisory Program. He earned a bachelor's degree from the University of Texas System. Beyond his professional work, Carlos has personal interests in soccer, tennis, and traveling.