Conshohocken, PA Conshohocken State Rd Office

Carl Haag is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anne St Clair is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at U.S. Bancorp Investments, U.S. Bank, Wilmington Trust, M&T Bank, and M&T Securities. Outside of her advisory work, she serves on the Board of Directors for the Delaware Symphony Orchestra and leads its development committee. 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.

Thomas Graham is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, NA and Merrill since 2016. 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.

Kenneth Montgomery is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Chilton Trust and Bank of America, N.A. 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 developed by internal and third-party managers.

Edie Castor is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and previously worked at PNC Bank NA for nine 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, pension plans, corporations, and charitable organizations.

David Owens is a financial advisor with Merrill and holds a Series 66 designation. He has 18 years of industry experience, including 17 years with Merrill and 18 years with Bank of America, N.A. Owens is also associated with Workrite. 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 wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Penna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at U.S. Bank for four years and held roles at Wilmington Trust, N.A., Baruch College, and Bergen Community College. 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, retirement plans, corporations, and charitable organizations.

Aimee Turner is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including PNC Private Bank, M&T Securities, Wilmington Trust, and BB&T/Truist. 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 and profit-sharing plans, corporations, and charitable organizations.

Mason Flinn is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 designations and bringing 34 years of industry experience. He has been with Merrill since 2004. 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.

John Grasso Jr. is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Hamilton Lane and SEI Investments Distribution Co. He serves as a board member and director of the Phoenixville Community Education Foundation, a nonprofit organization focused on education. 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.

Tao Wang is a financial advisor with Merrill, holding a Series 66 designation and 8 years of industry experience. He has been with Merrill and Bank of America since 2015. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Dever Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at BofA Securities, Inc. and has had two prior tenures with Merrill totaling 14 years. Dever serves on several nonprofit and business boards, including a nonprofit assisting victims' families, a food insecurity organization, the Pennsylvania Bankers Association, and the Pennsylvania Chamber of Business and Industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 charities.

Peter Pangis is a financial advisor at Merrill with Series 65 and Series 66 designations and 11 years of industry experience. He has been with Merrill since 2006 and previously worked at Merrill Lynch Trust Company from 1998 to 2006. 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.

Matt Moore is a financial advisor with Merrill and holds a Series 66 designation. He has 21 years of industry experience and has been with Bank of America and Merrill since 2009. Outside of his advisory role, he serves as treasurer and board member of the Montgomery County Estate Planning Council and is a member-partial owner of a local swim club through Fort Investors Group, LLC. 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, retirement plans, corporations, and charitable organizations.

Neil Brown is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He previously worked at BNY Mellon for 35 years before joining Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.