Houston, TX 2800 Post Oak Blvd Office

Noah Doney is a Financial Advisor at Merrill Lynch Wealth Management. He provides guidance to clients in areas including family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, individual and corporate investment strategy, and tax minimization. Noah holds the designation of Personal Investment Advisor (PIA). Noah has an educational background that includes a High School Diploma from South River High School and an Associate's Degree from Anne Arundel Community College. He focuses on helping clients create personalized financial strategies that reflect their unique perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Feriz Halili is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management and Bank of America. He has been in the financial services industry since 2010, beginning his career as a bank teller at Bank of America before joining Merrill in June 2016 to support The Fecel Team in various capacities. Feriz is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Houston System. In his role, Feriz provides clients with access to the investment insights of Merrill and banking convenience of Bank of America to address various financial needs. He works closely with high-net-worth individuals and families to identify goals such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. He also assists clients with banking, credit, lending products, and has experience with Merrill's self-directed brokerage platform, EDGE. Outside of his professional responsibilities, Feriz participates in community service activities including volunteering with the Houston Food Bank. He is affiliated with professional organizations such as Arberia Houston, Houston Beekeepers Association, and the Spondylitis Association of America. His personal interests include boating, reading, soccer, spending time with family, traveling, and watching movies.

Jorge Vazquez is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services, SWBC Investment Company, and Wells Fargo Clearing. Outside of his advisory role, he is involved in managing a sole proprietorship focused on real estate in Conroe, Texas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Milton Alvarez Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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.

Ximena Valenzuela is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has previously worked at Citigroup and Bank of America. Outside of her advisory role, she is a managing member of a real estate investment LLC she formed with her husband. 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 a range of clients, including individuals, high-net-worth clients, and institutions.

Andres Ramirez is a Private Wealth Manager at Merrill Private Wealth Management. In this role, he focuses on managing the financial assets and wealth of his clients. Details regarding his experience, areas of expertise, education, credentials, personal interests, or community involvement have not been provided.

Nancy Nguyen is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings over two decades of experience in financial advising, specializing in personalized wealth management strategies tailored to clients' unique financial situations and goals. Nancy utilizes investment resources from Merrill and banking solutions from Bank of America to help clients pursue financial objectives such as college education planning, retirement income, socially responsible investing, tax minimization, and special needs planning. She collaborates closely with clients’ attorneys and accountants to support estate planning and tax-efficient strategies, though she does not provide tax advice in her current role. Nancy holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree in Accounting and Business from Benedictine College. Prior to her career in financial services, she spent 22 years with Texaco Inc. and El Paso Oil Company. Nancy has been with Merrill Lynch Wealth Management since 2006, having also worked with UBS from 2001 to 2006. Outside of her professional work, Nancy is actively involved in community volunteering, reflecting the Merrill tradition of service. Her personal interests include cooking, gardening, hiking, photography, running, swimming, tennis, traveling, and yoga. She enjoys capturing unique moments through photography during her travels and spending quality time with her family. Nancy is fluent in both Vietnamese and English.

Rosalinda Ocando Garcia is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. She worked at Titleist Asset Management, Ltd. for three years prior to joining Merrill in 2020. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Christopher Craig is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies that align with their unique financial goals. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, and tax minimization. Mr. Craig holds a Bachelor's Degree from the University of Oklahoma and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He provides ongoing advice to clients, adapting their portfolios as their situations change to help them pursue their financial objectives. Outside of his professional work, Christopher Craig is involved with the Juvenile Diabetes Research Foundation (JDRF) in Oklahoma. His personal interests include cooking, football, golfing, pickleball, spending time with his family, and watching movies.

Sanaa Shaikh is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families navigate their financial journeys through personalized planning and support. She focuses on education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Sanaa aims to simplify complex financial decisions and provide clarity and confidence to her clients. With a background in economics and finance, Sanaa holds a Bachelor of Economics degree with a minor in Finance from The University of Texas at Austin and is a Personal Investment Advisor (PIA). She values building trust and maintaining ongoing communication, considering these elements crucial for strong financial relationships. Her approach emphasizes understanding client goals to create customized strategies that support their financial success. Outside of her professional role, Sanaa enjoys interior decorating, knitting and crocheting, music, painting, pickleball, spending time with her family, watching movies, and practicing yoga. These personal interests reflect qualities she brings to her work, such as patience, discipline, attention to detail, and a commitment to meaningful connections. She is fluent in Hindi, Urdu, and English.

Veronica Hernandez is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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.

Gregory Bergeron is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on client areas including college education planning, personal retirement planning, portfolio management services, and retirement income. His approach involves building customized financial plans that provide clients with a clear understanding of their current financial situation and outline attainable future goals. Gregory graduated from Texas A&M University in 2006 with a bachelor's degree in finance. He holds the Personal Investment Advisor (PIA) designation. His work centers on helping clients make informed financial decisions to achieve their financial objectives. Outside of his professional role, Gregory is involved in community activities such as 1000 Hills Ministry (Church Under the Bridge), serving as a 5th Grade Sunday School Teacher at Grace Bible Church, and participating in the Houston Livestock Show & Rodeo Directions & Assistance Committee. He enjoys baseball, football, pickleball, and spending time with his family.

Cristina Moore is an International Wealth Advisor at Merrill Lynch Wealth Management. In this role, she provides wealth management services with a focus on international financial matters. She holds the Personal Investment Advisor (PIA) designation, reflecting her professional qualifications in investment advising. Ms. Moore earned a Bachelor's Degree from Tulane University and a Juris Doctorate Degree from the University of Texas. No additional personal interests or community involvement information has been provided.

Eduardo Speck Fierro is a First Vice President and Private Wealth Manager at Merrill Private Wealth Management, a Bank of America company. In this role, he provides strategic financial guidance and wealth management solutions to a diverse clientele, including Ultra High Net Worth individuals, family offices, and financial advisors. His expertise encompasses areas such as international wealth management, liquidity management, personal retirement planning, philanthropic planning, and portfolio management services. Prior to joining Merrill, Eduardo served as a trusted advisor at JPMorgan, where he contributed to the growth of the wealth management business for the Mexico market. His background also includes engineering work in Ecuador, where he applied his skills to the construction of a hydro-electric power plant within an ecological reserve and worked on an experimental high-protein crop plantation. Eduardo holds an MBA with concentrations in Finance, Entrepreneurship, and Marketing from the Goizueta Business School at Emory University, as well as a degree in Industrial Technologies Engineering from the University of Navarra in Spain. He is a Personal Investment Advisor (PIA) and is bilingual in English and Spanish. Outside of his professional life, Eduardo resides in Houston, Texas, with his wife and two children, and his personal interests include golfing, music, soccer, and traveling.

Michael D'Onofrio is a Financial Advisor at Merrill Lynch Wealth Management and a Merrill Financial Solutions Advisor. He specializes in helping clients develop strategies to pursue their short-, mid-, and long-term financial goals, providing resources for investing, retirement planning, and saving. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Michael's expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Beginning his career in investment banking, he transitioned to financial planning to foster more personal relationships with clients. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations and earned a Bachelor's Degree from Ohio State University. Outside of his professional work, Michael enjoys football, reading, skiing, and spending time with his family. He is involved in community activities through Social Venture Partners Dallas.