Denver, CO Fillmore St Office

Kris Lawrence is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2015. With a professional background in corporate finance and a family tradition in financial advisory, Kris brings a comprehensive approach to financial planning. He holds a Bachelor's degree in Finance from Central Michigan University and carries the Chartered Retirement Planning Counselor (CRPC) designation, CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA) credential. Kris focuses on a goals-based approach to help clients navigate financial matters including retirement planning, education planning, legacy planning, and philanthropic endeavors. His client relationships span multiple generations and over 30 states, reflecting his dedication to personalized service and collaboration with specialists when needed. Kris is committed to assisting clients in connecting all aspects of their financial lives to pursue objectives meaningful to them. Residing in Denver with his wife Michele and their Golden Retriever, Kris enjoys outdoor activities such as skiing and hiking. He is also involved with community organizations including the Colorado Ballet and The Salvation Army.

Diana Endriss is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 1996, totaling 30 years at the firm. Merrill, in conjunction 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.

Seth Thompson is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2013. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs multiple investment program strategies and benefits from its integration with Bank of America affiliates and a broad capital markets platform.

Gary Lyons is a financial advisor at Merrill in Denver, CO, holding a Series 66 designation with 11 years of industry experience. He has worked at Merrill since 2015 and has been affiliated with Bank of America, N.A. since 2017. 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.