Charlotte, NC 401 N Tryon St Office

Brendan Cole is a financial advisor with Merrill based in Charlotte, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Merrill, he held various positions including roles at Principal Financial Services and The Hanover Insurance Group. He also worked as a retirement consultant offering personalized investment advice to Principal retirement plan participants. 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 strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacqueline Salazar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked for Todd Greene CPA PLLC and held roles in education and retail. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of individual and institutional clients.

Lukas Van Beek is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on serving clients with significant success, including business owners, entrepreneurs, senior executives, and investors, helping them close gaps in their financial planning and advance measurable progress toward their life, career, and legacy objectives. Lukas and his team emphasize purposeful action by engaging clients in strategic discussions about their wealth, priorities, and values. They provide structured analysis and persistent focus to pursue ambitious goals, offering a deeper level of thought and robust engagement while helping clients restore valuable free time. He holds a Bachelor's Degree from Washington State University and professional designations including Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Lukas is also involved with the Downtown Seattle Association.

Daniel Pham is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. His work history includes positions at Bank of America, Merrill, DYSIS, Wells Fargo Clearing Services, and other firms dating back to 2019. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Njeri Henderson is a financial advisor with Merrill in Charlotte, NC. She holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining Merrill, she worked at Wells Fargo Clearing and has held roles at Bank of America and other firms. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Park is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions associated with the University of Notre Dame and Southwest Diabetic Foundation Inc. He has also been involved with St. Matthew Catholic Church and operated TLC Cleaners for several years. 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.

Mitchell Stewart is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Principal Securities, Inc. and Principal Life Insurance Company. Outside of finance, he has experience in event planning and was involved with Show Stopping Event Planning from 2020 to 2022. 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Anne Wilson is a financial advisor with Merrill in Charlotte, NC. She holds a Series 66 designation and has been with Merrill since 2026. Her prior experience includes roles in various industries such as landscaping, realty, and parks and recreation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bennett Brooks is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at LPL Financial and has an extended background connected to Clemson University in various roles. 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 a range of individual and institutional clients.

Alexander Mc Laughlin is a Series 66-licensed advisor at Merrill with less than one year of industry experience. Prior to joining Merrill, he held roles at the University of Kentucky and North Carolina State University and was self-employed for two years. 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 individuals, high-net-worth clients, and institutional investors.

Caleb Glick is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. His career includes roles at Merrill, Fidelity Investments, and Bank of America. 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 individuals, high-net-worth clients, and institutional accounts.

Abigale Smalley is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held various roles including positions at Bruegger's Bagels and Applebee's/RMH Franchise Holding. 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 accounts.

Joseph Pecarro is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Financial Network and Suntrust Advisory Services prior to joining Merrill in 2022. Based in Charlotte, NC, Pecarro has a background in both advisory and securities services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using model-based and discretionary investment strategies constructed by internal and third-party managers.

Alejandro Mozqueda Alvarez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at NinjaTrader, Lee Construction Company of the Carolinas, and several educational institutions in North Carolina. 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, pension plans, corporations, and charitable organizations.

Tanner Howell is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 credential and with one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and Bank of America, N.A. He has also worked in several non-financial roles, including at Sullivans Steakhouse and Extreme Ski. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.