Fort Lauderdale, FL Office

Susana Lugones is a Senior Financial Advisor at Merrill Lynch Wealth Management Group in Princeton, NJ. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Susana is part of the Merrill Lynch team and has been with the firm since 2002. With over 34 years of experience in the financial services industry, Susana works with a diverse client base including individuals, families, small business owners, and corporate executives. She employs a collaborative approach to selecting investment strategies, leveraging the expertise of Merrill and Bank of America specialists in areas such as Trust & Estate, Insurance, Lending, Banking, and Corporate Retirement Planning. Susana follows a disciplined four-step wealth management process involving establishing client objectives, setting strategies, implementing recommendations, and reviewing progress. Susana holds a High School Diploma from Bensalem High School. She resides in Yardley, Pennsylvania with her husband and enjoys spending personal time gardening, cooking, and reading.

Sarah Oseroff is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, following a prior role at Bank of America. Outside of her advisory role, she is the owner of a small technology support and digital advertising business, though it is currently inactive. 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.

Jacob Feldman is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America since 2019 and has been with Merrill since 2019 as well. Jacob was involved in student activities at the University of Florida from 2017 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, including pension plans and charitable organizations.