Hunt Valley, MD 11333 McCormick Rd Office

David Frank is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, having previously worked at Legg Mason, Deutsche Bank, and Morgan Stanley Smith Barney before joining Merrill in 2013. His responsibilities include portfolio management, wealth planning, and client development. David's expertise encompasses areas such as divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors. Additionally, he has earned the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations. David graduated in 1997 from Mount Saint Mary's University with a bachelor's degree and earned his MBA from Loyola University in 2001. He currently resides in Ruxton with his wife Emmie, their son Connor, daughter Abby, and dog Gus. He serves on the board of the Greater Ruxton Area Foundation. His personal interests include cooking, golfing, skiing, and spending time with his family.

Kevin Botsford is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His work history includes tenures at UBS Financial Services and Bank of America, along with over 20 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Mac Lellan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work experience includes roles outside of financial services in various organizations such as Kennedy Krieger Institute and University of Maryland, Baltimore County. 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.

Richard Keever II is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked with Merrill since 2013 and also has been associated with Bank of America since 2019. Outside of advising, he is involved in teaching Brazilian Jiu Jitsu and Judo as a managing member of East York Brazilian Jiu Jitsu. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Thomas Law is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating comprehensive financial strategies tailored to his clients' individual goals and priorities. He works closely with clients to understand their full financial picture and help them pursue objectives such as education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. Thomas holds a Bachelor's Degree from Salisbury University and has earned the Professional Investment Advisor (PIA) designation. His approach emphasizes listening to clients to identify and prioritize their financial goals, whether that involves wealth transfer to the next generation, customizing financial strategies to support personal passions, or providing ongoing advice and guidance. Outside of his professional work, Thomas enjoys boating, football, golfing, hiking, running, skiing, spending time with his family, and traveling.

Hannah Stack is a Financial Advisor at Merrill Lynch Wealth Management. She guides clients in navigating markets with clarity, discipline, and purpose, focusing on areas including college education planning, executive compensation, equity compensation services, family wealth management strategies, tax minimization, retirement income, and services for endowments, foundations, and non-profits. Hannah holds a Bachelor’s and a Master’s degree in Finance from the University of Maryland. She gained experience as a senior equity analyst and global content manager for technical analysis at Bloomberg in New York City, where she led client trainings and facilitated collaboration between product, engineering, and sales teams. She is a FINRA-licensed Financial Advisor and has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA), along with FINRA Series 7, Series 66, and SIE registrations. Outside of her professional work, Hannah is a 200-hour registered yoga teacher and participates in activities such as biking, cooking, gardening, golfing, reading, running marathons, skiing, swimming, tennis, and yoga.

Alexander Mc Lean is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2008 and at Bank of America, N.A. since 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Pollokoff is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked in various roles including hospitality management and education. He has been involved with Camps Airy and Louise for six years. 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 plans, corporations, and charitable organizations.

Alyssia Solomon is a financial advisor with Merrill, holding a Series 66 designation and nine years of experience primarily at Merrill since 2017. Prior to her advisory role, she worked in customer service and temporary staffing positions. Outside of her advisory work, she owns and consults for BMORE NATURAL HAIR, a business selling hair products and services. 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 individuals, high-net-worth clients, and institutional investors.

Alexander Costos is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he serves as a Portfolio Manager, providing traditional financial advice, guidance, and planning, and manages discretionary personalized and defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include education planning, family wealth management, retirement planning, socially responsible investing, and services for endowments, foundations, and non-profits, among others. Alexander began his financial services career in 2007. He holds a bachelor's degree from Bucknell University (2004) and a Master of Business Administration from Loyola University Maryland (2017). He earned the CERTIFIED FINANCIAL PLANNER® certification in 2016 and holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also serves on the Board of Directors for the Maryland Family Network and is involved with the Loyola Sellinger School of Business Alumni Board. Raised in the greater Baltimore area, Alexander is the son of Bob and Sandy Costos. He resides in Phoenix, Maryland, with his wife Laura and their two children. His personal interests include boating, camping, cooking, football, gardening, hunting, reading, spending time with family, and woodworking.

Sean Kavanagh is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2001. Merrill provides managed account services through the Select Portfolio Solutions (SPS) Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Purcell is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and four years of industry experience. His prior career includes roles at Bank of America and entrepreneurial ventures such as The Baltimore Whiskey Company LLC and Purcell Masonry. 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 strategies for individuals, high-net-worth clients, and institutions.

Joseph Nguyen is a Series 66-licensed financial advisor with Merrill in Hunt Valley, MD, where he has worked since 2007. He has 13 years of industry experience. 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.

Jared Kilberg is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 11 years of experience working with clients across various stages of life, focusing on long-term planning and personalized financial strategies. Jared partners with individuals, families, business owners, and executives to navigate the complexities of wealth management, including areas such as college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Jared holds a Bachelor's Degree from the College of Charleston and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His approach emphasizes working closely with clients to develop comprehensive wealth management strategies tailored to their unique goals and circumstances, providing access to investment insights, lending solutions, banking services, and specialized planning resources. Outside of his professional role, Jared is involved with community organizations such as Repair the World (Baltimore) and The League of People. He enjoys activities including biking, cooking, music, photography, reading, running, running marathons, and traveling. Jared is married and lives with his dog Rex and cat Daniel in Baltimore, where he can often be found running or cycling locally.

Karen Pomeroy Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2004, bringing over 20 years of experience in executive sales, marketing, and business development at a major consumer products company and an internet start-up. Karen specializes in working with busy corporate executives and business owners, focusing on comprehensive wealth management strategies that address executive compensation, family wealth management, retirement planning, philanthropic planning, and tax minimization. Karen holds a Bachelor's Degree from the University of Michigan and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved in professional organizations such as NextUp and the Procter & Gamble Alumni, and engages in community activities with The First Tee of Greater Charlotte, University of Michigan Alumni Association - Charlotte, and the Women's Impact Fund in Charlotte. Residing in Lake Norman with her husband and two daughters, Karen values fitness, health, golf, and community service. She helps clients create customized financial strategies designed around their goals and aspirations, emphasizing preparation for both opportunities and potential challenges throughout their financial lives.