Grand Junction, CO N 7th St Office

Kenneth Johnson is a Senior Resident Director and Financial Advisor with Merrill. He began his financial services career at A.G. Edwards in 2006 before moving to Merrill in 2009, where he was promoted to Resident Director in 2012. He holds the designation of Personal Investment Advisor (PIA). A native of Grand Junction, Kenneth graduated from Mesa State College with a Bachelor of Arts in History in 2002. Prior to his career in finance, he worked as a teacher and baseball coach at Central High School. His professional focus includes college education planning, liquidity management, managing new wealth, portfolio management services, and retirement income. Outside of his professional responsibilities, Kenneth remains actively involved in baseball. He coaches his son's travel baseball team, the Grand Junction Trojans, and participates in the JUCO World Series Tournament Committee. Kenneth lives in Grand Junction with his wife Kelly and their two sons, Tyler and Cameron.

Sabrina Honeycutt is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. 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.

Elise Ariana Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been providing financial services since 2013. With a background rooted deeply in Colorado as a fifth generation resident, Elise brings a comprehensive understanding of wealth management tailored to the multiple considerations of a client’s financial life. She works closely with clients to develop individualized financial strategies, focusing on their long-term and short-term goals to create well-diversified portfolios. Elise's expertise spans areas such as family wealth management, LGBT wealth planning, philanthropic planning, socially responsible and ESG investing, as well as small business strategies and personal retirement planning. She holds professional designations as an Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA). Her education includes a Bachelor's Degree from the Guildhall School of Music and Drama. In addition to her professional work, Elise is actively involved in her community, participating in organizations like the Grand Junction Symphony Orchestra, Colorado West Estate Planning Council, Delta Egyptian Theater, Grand Junction Symphony Guild, St. Mary's Foundation Estate Planning Council, and Support-A-Soldier. She also pursues personal interests including antiquing, camping, hiking, music, reading, running, traveling, watching movies, writing, and yoga.

James Gavegan is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America since 2009 and 2011, respectively. 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 plans, corporations, and charitable organizations.

Jessica Zopf is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at PBS Wealth Management, Mountain West Insurance, and other firms. Outside of financial advising, she is involved in a plasma donation business in Grand Junction, Colorado. 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.

Julie Scholes is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2007. Outside of her advisory role, she serves as corporate secretary for a family-owned oilfield consulting business in Grand Junction, Colorado. 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 range of clients including individuals, high-net-worth clients, and institutional investors.

Kendra Swanson is a Senior Financial Advisor at Swanson & Associates, affiliated with Merrill Lynch Wealth Management. She has been focused on developing customized wealth management plans since 2002 and has progressed from an intern to her current senior role. Kendra studied accounting, finance, and economics at Adams State College and Colorado Mesa University. She holds Series 7 and Series 66 FINRA registrations and earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, alongside the Personal Investment Advisor (PIA) credential. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and serving specific client needs such as women and wealth. Born in Florida, Kendra relocated to Colorado as a teenager and currently lives in Grand Junction with her husband and two sons. Outside of her professional role, she volunteers at her children's school and enjoys activities such as watching baseball, working out, and cooking.