Chapel Hill, NC 1414 Raleigh Rd Office

Michelle Beanland is a financial advisor with Merrill in Chapel Hill, NC, holding Series 63 and Series 65 licenses and accumulating 40 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001 and with Bank of America, N.A. since 2011. Outside of her advisory role, she is involved in managing a family-owned beach house rental. 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 diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Xinyu Feng is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Xinyu works directly with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Xinyu aims to empower clients with the knowledge and tools needed to take control of their financial lives and select the platform that best fits their needs. Xinyu specializes in helping clients manage money amidst various competing financial priorities, such as buying a home, saving for education, caregiving for elderly parents, and preparing for healthcare needs. As a Merrill Financial Solutions Advisor, Xinyu collaborates one-on-one with clients to define financial goals and chooses portfolio strategies designed to achieve them. Ongoing advice and portfolio adaptations are part of Xinyu's practice to accommodate changing client situations. Xinyu holds a Personal Investment Advisor (PIA) designation and earned both a Bachelor's and a Master's degree from the University of North Carolina System.

Indranath Lahiri is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to understand their financial situations and aspirations, developing personalized wealth management strategies that address their long-term goals. He provides access to Merrill's investment insights along with Bank of America's banking and lending solutions, creating flexible financial plans responsive to changing market conditions. Mr. Lahiri's areas of expertise include college education planning, corporate executive services, family wealth management, investment consulting for defined contribution plans, liquidity management, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Jadavpur University and Master's degrees from both the University of North Carolina System and the University of Texas System. In addition to his professional work, Mr. Lahiri participates in community volunteering in line with Merrill’s tradition of service. His personal interests include badminton, basketball, biking, bowling, camping, drawing and sketching, football, gardening, hiking, and music.

Michael Mumford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1992 after graduating from The University of North Carolina at Chapel Hill. He holds a Bachelor's Degree from the university and several FINRA registrations, including Series 7, 9, 10, 31, 63, 65, and 66. He also holds professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). With more than 30 years of experience, Michael specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach is consultative and objective, focusing on understanding each client's financial situation, preferences, and goals to develop personalized asset allocation recommendations and financial strategies. Michael serves his community through board and committee roles at various organizations, including Epworth United Methodist Church and The University of North Carolina at Chapel Hill. He lives in Durham with his wife, Courtney, and their two children. Outside of work, he enjoys gardening, golfing, and spending time with his family.

Christopher Combs is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings extensive experience serving active and retired business owners, senior executives in biotech and technology, and university faculty and administrators. Christopher focuses on developing goals-based financial strategies that address clients’ unique situations and motivations, emphasizing education planning, family wealth management, legacy planning, retirement income, and socially responsible investing. Christopher is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Chartered Retirement Planning Counselor™ designation, as well as the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) credentials. He earned his bachelor's degree from Duke University, where he also played football before his professional career in the NFL. He is a member of the Durham-Orange Estate Planning Council and actively participates in his community through involvement with The Summit Church, where he serves as a small group leader, and has held board positions with various local organizations. Christopher resides in Durham with his wife and three children, enjoys coaching his children in sports, and participates with them in the YMCA Y Guides program.

Alisha Byrd is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings nearly a decade of experience in financial planning, focusing on areas such as college education planning, small business strategies, and women and wealth. Alisha's approach to wealth management involves prioritizing client goals and collaborating on tailored wealth plans to achieve financial freedom for individuals, families, and businesses. Alisha holds a Bachelor's Degree from the University of North Carolina at Chapel Hill and is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Originally from Los Angeles and raised in Charlotte, she has professional experience that includes working as an Investment Consultant with Fidelity Investments. Beyond her professional career, Alisha is involved in community activities such as Better Money Habits at Bank of America, Merrill Women's Exchange, and the National Association of Women Business Owners (NAWBO). She enjoys running, soccer, spending time with her family, and traveling.

Brandon Mendoza is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families, particularly specialized professionals in the Research Triangle, to organize their financial lives, define meaningful goals, and build personalized strategies for the future. His approach emphasizes thoughtful planning, clear communication, and ongoing commitment to helping clients make informed financial decisions. Brandon's expertise includes general investing, retirement planning, and saving for unexpected events. He takes time to understand what is important to each client in order to help them develop strategies aligned with their priorities. He holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA), and has a Bachelor's Degree from the University of North Carolina at Chapel Hill. In addition to his professional commitments, Brandon is a member of Kappa Alpha Psi Fraternity, Inc. His personal interests include basketball, boxing, fishing, football, music, painting, running, spending time with family, traveling, and watching movies.

Madhulavi Majumder is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the firm for 23 years, focusing on developing and consistently reviewing wealth management strategies that align with her clients' personal goals and resources. Her client focus areas include family wealth management strategies, legacy planning, liquidity management, retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She holds a Master of Business Administration degree from the Simon School of Business in Rochester, NY, a bachelor's degree from Lady Shriram College, and a master's degree from Delhi University. Madhulavi holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is multilingual, with proficiency in Bengali, English, and Hindi. Outside of her professional role, Madhulavi is actively involved in social and charitable work through organizations including Shukr7 and SankalptRTP. She participates in various community groups such as the Bengali Association of North Carolina, Chinmaya Mission of RDU, and others. Her personal interests include music, singing, traveling, yoga, acting on stage, and spending time with her husband and two children.

Meghan Porter serves as a Resident Director at Merrill, where she focuses on wealth management for high-net-worth individuals, their families, and businesses. Her role involves delivering investment insights, banking convenience, and lending solutions through Bank of America, while leveraging a global network of specialists to support clients in navigating today's changing financial markets. Meghan emphasizes a goals-based wealth management platform to develop and personalize financial strategies that align with clients' life priorities and aspirations. With a Bachelor of Business Administration degree in Trust and Wealth Management from Campbell University, Meghan is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She assists clients with estate planning, investments, wealth transfer, retirement income, and services related to defined benefit and defined contribution plans. Her expertise extends to institutional investment consulting, legacy planning, employee benefits, portfolio management, and strategies tailored for women and wealth. Beyond her professional commitments, Meghan is active in the community as a board member for the North Carolina Educational Scholarship Fund and a member of the Junior League of the Palm Beaches. She resides in Cary with her husband and enjoys music, family time, and traveling.

Joseph Vicars is a financial advisor with Merrill in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. 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 plans, corporations, and charitable organizations.

David Mc Bride is a financial advisor with Merrill based in Chapel Hill, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America, N.A., he held positions at several firms including ChannelAdvisor and National Coating & Supplies. He was previously the owner of Quality Steel Structure LLC, a business focused on metal building sales and installation, which he is in the process of closing. 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 offers a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Pamela Parker is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Prior to Merrill, she worked at Bank of America, N.A., where she remains associated. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with account administration and custody support.

Heather Godwin is a financial advisor at Merrill with 30 years of industry experience. She has worked at Merrill since 1996 and holds a Series 66 designation. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Halko is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2003, focusing on serving high-net-worth individuals and families. Steven's client base includes physicians, business owners, couples, and families, with relationships often spanning multiple generations and over twenty states. He concentrates on long-term investing and wealth planning, helping clients determine their financial needs and risk tolerance. Steven also coordinates efforts with clients' CPAs and attorneys to align tax-minimization and estate planning strategies and provides access to Bank of America specialists for additional banking and lending needs. Before joining Merrill, Steven had a seven-year professional hockey career in the NHL with the Carolina Hurricanes and in the American Hockey League. He graduated from the University of Michigan, where he captained the National Championship hockey team in 1996. Steven holds several professional credentials, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Steven resides in Morrisville, North Carolina, with his wife Sherene. They have two adult sons who live and work locally. Steven has coached hockey at various levels and remains active in sports as an avid curler with the Triangle Curling Club. He is also a volunteer with the Carolina Hockey Alumni Association. His personal interests include music, reading, spending time with family, and traveling.

Cynthia Clark is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2000 and Bank of America, N.A. since 2011. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.