Charlotte, NC Ballantyne Corporate Pl Office

Taysha Hogarth is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she worked at Chen Med and the Stephen C.O Connell Center. Outside of her advisory role, she operates an online retail platform as an independent seller. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services using model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers investment approaches constructed by internal and third-party teams and supports customized portfolio implementation and trading.

Bryan Haney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in financial services, focusing on wealth management strategies for clients and businesses. He holds a Bachelor's Degree from Appalachian State University. Bryan has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bryan resides in Charlotte with his family. In his spare time, he enjoys spending time with his family and playing golf.

William Osman is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping individuals, families, and business owners make informed financial decisions and pursue their long-term goals. He works closely with clients to develop comprehensive strategies tailored to their unique circumstances, values, and objectives, providing guidance on building wealth, planning for retirement, preserving assets, creating legacies, and navigating financial transitions. His areas of expertise include corporate benefits, education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. William holds the Personal Investment Advisor (PIA) designation. William earned a Bachelor's Degree from North Carolina State University and a Master's Degree with a concentration in Finance from East Carolina University. Born and raised in North Carolina, he is an Eagle Scout recipient. Outside of his professional work, William enjoys camping, cooking, football, golfing, hiking, ice hockey, music, soccer, spending time with his family, and watching movies.

Andrew Surla is a Financial Advisor at Merrill Lynch Wealth Management, where he partners with individuals, families, and business owners to help navigate financial decisions with clarity and confidence. His role involves providing steady guidance and thoughtful planning tailored to clients' evolving goals and circumstances. Andrew's expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. He leverages his experience as an investment professional to develop comprehensive strategies that bring structure and clarity to complex financial situations. He holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Andrew is active in several professional organizations such as the Bank of America Employee Networks, Charlotte Coffee Club, Kingdom Kickbacks, and Mercy Church. His community involvement includes participation in the ADP Peer Mentor Program, Beds for Kids, Better Money Habits, Charlotte Coffee Club, Habitat for Humanity, and Kingdom Kickbacks.

Thomas Berger is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill since 1993. Berger also serves as treasurer for KingDaddy-Musical Group, a for-profit LLC unrelated to investing. Merrill, alongside 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 range of individual and institutional clients.

Jasmine Sehgal is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry for over 10 years and joined Merrill Lynch in 2016. Jasmine specializes in creating personalized wealth management strategies tailored to individual client needs, focusing on high net worth families and the Asian Indian community. Her expertise includes estate guidance, insurance planning, wealth transfer, tax minimization strategies, and liquidity management. She works with clients in areas such as corporate executive services, employee benefits planning, executive compensation, international wealth management, and small business strategies. Jasmine holds a Bachelor's Degree from Amity University and a Master's Degree from the University of Glasgow. She holds the Personal Investment Advisor (PIA) designation and is fluent in English, Hindi, and Punjabi. Professionally, she is involved with organizations including the Charlotte Latin American Chambers, Charlotte Indian American Business Owners, Charlotte Indian Professionals, E-WOMEN, and NABOW. In addition to her professional pursuits, Jasmine participates in community volunteer activities in line with Merrill's tradition of community involvement. Her personal interests include dancing, interior decorating, singing, traveling, and yoga.

Anna Kenkel is a Financial Advisor at Merrill Lynch Wealth Management with over 14 years of experience in the financial services industry. She focuses on wealth management and investment planning, working as part of the CBC Group at Merrill Private Wealth Management. Her role includes analyzing market trends, identifying opportunities, and providing tailored financial strategies to help clients achieve their long-term goals. Anna holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Anna graduated from the University of South Carolina with degrees in Finance and Marketing. She began her career at Merrill in New York City before returning to the Carolinas in 2014. She has experience guiding individuals and families through financial planning, especially in areas such as retirement income, college education planning, family wealth management strategies, and managing new wealth. Her approach centers on building lasting relationships and providing proactive, educational advice aligned with clients' risk tolerance, time horizon, liquidity needs, and investment goals. Outside of her professional work, Anna enjoys running, music, traveling, and spending time with her family.

Michael Lanphier is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 24 years of experience in the financial services industry. Since joining Merrill Lynch in 2008, he has focused on providing customized wealth management strategies that consider the full financial picture of his clients. His areas of expertise include employee benefits planning, executive compensation, liquidity management, and retirement income. Michael is a Cum Laude graduate of Indiana University of Pennsylvania and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of the Waxhaw-Weddington Rotary Club and the Union County Arts Council, reflecting his commitment to community involvement. Outside of his professional work, Michael enjoys cooking, fishing, football, and spending time with his family. He has been married to his wife Cindy for 26 years, and together they are raising their daughter Ashlyn Grace in historic Waxhaw.

Daniel Wimer is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he and his team provide a wealth management plan centered around the client and their family, employing a concierge service model supported by the resources of Merrill and Bank of America. Daniel specializes in serving high-income clients with increasing financial complexity, focusing on tax-smart investing and wealth management planning. Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Temple University's Fox School of Business and completed the CFP® Educational Program at Wake Forest University School of Professional Studies. His expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, women and wealth, tax minimization, and retirement income. Daniel lives in Fort Mill with his wife and their three children. His personal interests include cooking, spending time with family and friends, exploring Charlotte's food and drink scene, playing and practicing golf, traveling to the west coast, and following sports such as the PGA Tour and his hometown Steelers.

Toni Clarke is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with Michelle Heide & Associates and Ameriprise Financial Services, Inc. from 2013 to 2019. Outside of her advisory role, Clarke is a part-time, nonpaying member of the Italian American Heritage Club of Hunterdon County, a charitable organization. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Rindner is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Charlotte. Since beginning his financial advisory career in July 2015, Mark has served clients as a Sole Practitioner and now as a Senior Financial Advisor. He focuses on managing liquidity, liability, and risk to support families, individuals, and businesses in pursuing their long-term financial goals based on their specific needs and risk tolerance. His client expertise areas include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Mark holds a Bachelor of Science in Mechanical Engineering Technology from the State University of New York at Farmingdale, an Associate's Degree from New York City College of Technology, and a High School Diploma from The Beekman School. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his career in financial advising, Mark worked as a mechanical inspector focused on fire safety and life safety in New York City schools. Mark and his wife Stephanie live in Ballantyne with their daughter Samantha. Outside of work, he enjoys biking, billiards, boating, cooking, scuba diving, skiing, swimming, traveling, and spending time with family. He is also actively involved in community events, including school reading and math programs, reflecting his commitment to serving and supporting the communities in which he works and lives.

Brady Berger is a Senior Financial Advisor for Merrill Lynch Wealth Management, specializing in comprehensive wealth management. He focuses on helping individuals and families build, preserve, and manage their financial futures through thoughtful planning and disciplined portfolio management. Brady's client focus areas include personal retirement planning, portfolio management services, and individual and corporate investment strategies. Since beginning his career in 2019 as a wealth management intern, Brady has developed expertise in financial planning, portfolio management, leadership, and relationship management. He holds a Bachelor's Degree from The Catholic University of America, where he was a four-year starting quarterback and two-year team captain, experiences that shaped his leadership style and strategic mindset. Brady also holds the Personal Investment Advisor (PIA) designation. Originally from Charlotte, Brady is engaged in his community and has participated in a mission trip to Kingston, Jamaica. In his personal time, he enjoys basketball, football, golfing, traveling, and spending time with his family and friends.

Scott Biedrycki is a financial advisor at Merrill with 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Merrill since 2007 and Bank of America, N.A. since 2009. 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, and institutional investors.

Hetal Sethi is a Financial Advisor at the Merrill Lynch Wealth Management Office in Charlotte, NC. She holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations and brings over 14 years of financial and wealth management experience to her role. Hetal works closely with individuals, families, and business owners to simplify wealth management and help clients meet and exceed their financial goals. She earned a Bachelor's Degree from the University of South Carolina, Columbia. Hetal's client focus areas include legacy planning, personal retirement planning, small business strategies, and women and wealth. She leverages the resources and specialized lending and banking solutions available through Bank of America and Merrill Lynch to provide personalized guidance. Outside of her professional work, Hetal is involved in community organizations such as Autism Strong Foundation, Common Heart, Nourish Up, and Young Man's Service League. She enjoys cooking, golfing, reading, spending time with her family, traveling, and practicing yoga.

Mark Badalamenti is a Financial Advisor with The CBC Group and has been active in the financial services industry since 2012. He currently serves clients in the areas of education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Mark joined Merrill Lynch Wealth Management in the Ballantyne office after relocating to Charlotte in 2014, following a tenure with Morgan Stanley in Chicago. Mark graduated from Miami University with bachelor's degrees in Political Science and Business Management. He holds the designation of Personal Investment Advisor (PIA). Raised in Scotch Plains, New Jersey, he graduated from the Wardlaw–Hartridge School in 2008. Outside of his professional work, Mark enjoys adventuring with his family, playing golf, and spending time at the lake. He lives in Matthews with his wife Michele and their two children.