Fort Mill, SC Tom Hall St Office

Jason Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that align with their individual goals and the dynamic conditions of today's financial markets. His expertise includes college education planning, employee benefits planning, personal retirement planning, and retirement income strategies. Jason holds a Bachelor's Degree from Bowling Green State University and is designated as a Personal Investment Advisor (PIA). He is committed to maintaining the Merrill tradition of community involvement and actively volunteers with local organizations. Outside of work, Jason enjoys basketball, chess, football, golfing, traveling, and spending time with his family.

Laura Ciotoli is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Mcgowan Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning services, including retirement income, portfolio management, and tax minimization strategies. His client focus encompasses college education planning, family wealth management strategies, employee financial health, legacy planning, and liquidity management. Robert holds a Bachelor's Degree in Business Administration from the University of North Carolina at Chapel Hill. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials reflect his commitment to maintaining high standards of expertise and professionalism in financial advising. In his personal time, Robert enjoys various outdoor and recreational activities, such as boating, cooking, fishing, football, hunting, skiing, and surfing.