Charlotte, NC 6000 Fairview Rd Office

Michael Jones Jr. is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Bank of America and Merrill Lynch since 2010. He is based in Charlotte, NC. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes tax-efficient investment strategies and integrates closely with Bank of America’s broader banking and capital markets platform.

Matthew Alexander is a Senior Financial Advisor at Merrill Lynch Wealth Management and has been with The Rutherford Group since 2018. In his role, he helps clients create and track strategies toward financial success. Prior to joining The Rutherford Group, Alexander specialized in retirement income planning, partnering with financial advisors to provide income and protection solutions through MetLife Investors and Brighthouse Financial. Alexander holds a Bachelor's Degree from Appalachian State University and is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards Inc. He takes a holistic approach when working with clients to create, execute, and monitor wealth management plans. His areas of expertise include employee benefits planning, family wealth management strategies, personal retirement planning, philanthropic planning, and retirement income. Outside of his professional duties, Alexander has personal interests such as boating, camping, football, golfing, music, pickleball, skiing, tennis, and spending time with his family. He has also served as a former board member of the Appalachian State University Alumni Board (Charlotte Chapter).

Helen Amelia Fritsche is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. She is a member of TBBR LLC, a group formed to co-own a condominium in Blowing Rock, 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, and institutional investors.

Dawn Eller is a financial advisor at Merrill with 23 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2008. 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, pension plans, corporations, and charitable organizations.

Edwin Garcia is a financial advisor with Merrill based in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kelley Acosta is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill Lynch for 25 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Godsey is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 2009 and also maintains a role at Bank of America, where she has worked 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Van Glish is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been assisting clients with complex financial decisions since 2006, focusing on comprehensive wealth management strategies tailored to individual goals. David's expertise includes portfolio construction, retirement planning, education funding, and coordination with clients' legal and tax advisors on estate planning. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His credentials are supported by Series 7 and 66 FINRA registrations, as well as Life, Health, and Long-Term Care insurance licenses. He earned a bachelor's degree from Emory University and both a master's and doctorate from the University System of Georgia. Prior to joining Merrill, he had a career in the textiles industry. David is active in the Charlotte community, serving as a solicitor for the Jewish Federation of Greater Charlotte and is an alumnus of Leadership Charlotte. He enjoys spending time with his wife and three adult children.

Aaron Murphy is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. He focuses on helping clients uncover their priorities to create strategies aimed at pursuing their financial goals. Aaron's expertise includes executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works with families to build certainty and confidence in their financial lives. He holds a Bachelor's Degree from Queens University of Charlotte and a High School Diploma from Myers Park High School. Outside of his professional career, Aaron enjoys activities such as chess, golfing, hiking, music, pickleball, rock climbing, running, and spending time with his family.

Lisa Balducci is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Woodbury Financial Services, HSBC Securities, and M&T Securities. 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.

Austin Wertz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies tailored to clients' unique financial situations and goals. Austin emphasizes a comprehensive approach that begins with understanding clients and their families, enabling him to develop flexible strategies aligned with changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address a broad range of financial needs. His areas of focus include managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income. Austin holds a Bachelor's Degree from the University of South Carolina System and an MBA from Robert Morris University Illinois. He maintains the Personal Investment Advisor (PIA) designation. Committed to community involvement, Austin follows Merrill’s tradition by volunteering with local organizations. Outside of his professional work, he has interests in football, tennis, and writing.

Louis Li is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katelyn Parker is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and five years of industry experience. She has been with Merrill since 2018 and previously worked at Harrisburg Family House, Sullivan's Steakhouse, and Walters & Mason Retail Inc. She also attended the University of North Carolina at Charlotte from 2016 to 2020. 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 and profit-sharing plans, corporations, and charitable organizations.

Riley Blackmer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, Riley worked at Bank of America-Merrill Lynch and has been involved with the Isabella Santos Foundation. Riley’s background also includes roles at Ballantyne Country Club and North Carolina State University. 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.

Jeremy Brown is a financial advisor at Merrill in Charlotte, NC, with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018, following two years at Caci. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.