Huntersville, NC W Kenton Cir Office

Amy Murray is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Holston Medical Group, and Novant Health. 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.

Thomas Druckenbrod is a Senior Financial Advisor with Merrill Lynch Wealth Management who specializes in retirement income and wealth management planning. With over 19 years of experience in the financial services industry, he focuses on helping individuals set realistic financial goals and develop outcome-oriented strategies using Merrill's customized advice and Bank of America Global Research. Thomas holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned multiple professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His client focus areas include college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income. In addition to his professional work, Thomas is involved in his community as a church volunteer. Outside of work, his personal interests include adventure sports, chess, fishing, ice skating, table tennis, traveling, and spending time with his family.

Kirk Messick is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2012. He began his career in the financial services industry in 2006 with Wachovia Securities. Kirk holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from West Iredell High School. With over sixteen years of experience, Kirk focuses on goal setting and retirement planning, specializing in consolidation and distribution of retirement and pension plans. He employs Goals Based Wealth Management, creating personalized strategies to help clients pursue their financial goals through a structured process of defining objectives and implementing solutions. His approach emphasizes putting the client's interests first and building trust through integrity and hard work. Outside of his professional role, Kirk participates in community activities such as coaching the All Pro Dads Odell Elementary Chapter and serving as an Assistant Scoutmaster for the Boy Scouts of America. His personal interests include hiking, spending time with his family, and watching movies.

Thomas Francomano is a financial advisor at Merrill with the Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2018 and also works as a coach for True Lacrosse. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individual investors, high-net-worth clients, and various institutional accounts using model-based and discretionary strategies developed by internal and third-party teams.

Karen Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2004, bringing over 20 years of executive sales, marketing, and business development experience from her previous roles at a major consumer products company and a start-up. Karen works closely with a select group of clients, often including multiple generations of the same family, to coordinate all aspects of their financial lives. She focuses on preparing clients for future uncertainties as well as financial opportunities, offering services ranging from income planning strategies to transferring wealth and financial education for the next generations. Karen's expertise encompasses executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. She 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). Karen is also affiliated with professional organizations such as NextUp and Procter & Gamble Alumni. Outside of her professional duties, Karen is involved in community organizations including The First Tee of Greater Charlotte, the University of Michigan Alumni Association - Charlotte, and the Women's Impact Fund in Charlotte. She lives in Lake Norman with her husband and two daughters, and her personal interests include golf, health and wellness, and community service.

Patricia Moore is a financial advisor at Merrill with a Series 66 designation and 23 years of industry experience. She has been with Merrill since 1999. Outside of her advisory role, she holds power of attorney for a family trust. 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 various institutional accounts.

Jonathon Wagoner is a Financial Advisor at Merrill Lynch Wealth Management. He partners with individuals and families to build clear and disciplined wealth strategies. His focus is on helping clients organize their financial lives, invest with intention, and stay on track through changing markets and life events. Jonathon's approach involves understanding clients' priorities and translating them into concrete plans. He manages investments and risk exposure to support clients' goals over time, covering areas such as portfolio construction, retirement planning, tax-aware strategies, and guidance around major financial decisions. He utilizes Merrill Lynch's research, planning tools, and investment platform to deliver resources within a personal, relationship-driven experience. Clients engage with him for proactive communication, clear explanations, and accountability to their plans. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Jonathon earned a Bachelor's Degree from Arizona State University and a Master's Degree from Thunderbird School of Global Management.

Mandy Barton is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2015. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Magali Hoffiz Colombo is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry and four years specifically with Merrill Lynch. Based in the Lake Norman area, she focuses on helping individuals and families manage their financial lives, guiding them toward their personal and long-term financial objectives. Her expertise includes various client focus areas such as Divorce Transition Planning, Employee Benefits Planning, Equity Compensation Services, Institutional and Corporate Benefit Services, Employee Financial Health, International Wealth Management, Legacy Planning, Personal Retirement Planning, Women and Wealth, and Sports & Entertainment. She leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive, goals-based financial strategies tailored to each client's unique perspectives and needs. Magali holds a Master's Degree from La Sorbonne and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English, French, and Spanish. In her community involvement, she participates in the Alliance Française. Magali's personal interests include antiquing, baseball, cooking, music, running, skiing, soccer, spending time with family, traveling, and volleyball.

Ryan Canada is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients' long-term goals and unique circumstances. His approach emphasizes comprehensive wealth management across seven key areas: family, finances, health, home, leisure, work, and giving. Ryan works closely with clients to navigate evolving life cycles and market conditions, aiming to provide thoughtful and disciplined guidance tailored to individual priorities. His expertise includes college education planning, family wealth management strategies, legacy planning, socially responsible and values-based investing, retirement planning, and tax minimization. He holds a Bachelor's Degree from Radford University and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Ryan enjoys cooking, fishing, football, gardening, hiking, ice hockey, music, skiing, spending time with his family, and tennis.

Chadwick Carlson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 17 years of experience in helping clients navigate their financial goals through personalized guidance. He specializes in a range of areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Chadwick holds a Bachelor's Degree from Lafayette College and the Personal Investment Advisor (PIA) designation. Throughout his career, he has supported individuals and families in building, managing, and protecting their wealth across various life stages and market conditions, emphasizing trust and long-term relationships. His approach focuses on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them. Outside of work, Chadwick lives on a ranch in Olin, North Carolina, where he values the balance of hard work and quiet country life. He enjoys fishing, golfing, horseback riding, skiing, volleyball, and spending time with his family, which remains central to his personal and professional life. His background as a college football player contributes to his disciplined and persevering approach in financial advising.

Stephen Paavola is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. Stephen holds a Bachelor's Degree from Concordia University - Wisconsin and a Master's Degree from Columbus State University. His approach focuses on helping clients uncover what matters to them and their families to develop strategies aligned with their financial goals.

Brandon Schlesinger is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He joined The Oberheide-Schlesinger Group in 2007 following the completion of an intensive wealth management analyst program. In his role, Brandon leads the group's efforts in third-party asset manager selection, due diligence, and performance measurement, in addition to overseeing operational and compliance matters for the team. Prior to his current position, Brandon was a Senior Vice President and Alternative Investments Director at Morgan Stanley Private Wealth Management. He holds a Bachelor of Arts degree in mathematical economics from DePaul University and maintains several FINRA licenses including Series 7, 66, 3, and 31. Brandon also holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations.

Bryce Moritz is a Financial Advisor with Merrill Lynch Wealth Management. He holds a bachelor's degree in Mathematics with a minor in Business Administration from Clemson University. Bryce grew up in northern Maryland and has a background that includes a variety of family experiences. Bryce specializes in creating personalized financial plans that address clients' unique goals, including college education planning, family wealth management, retirement income strategies, and legacy planning. He emphasizes tax minimization strategies and aims to develop tailored and adaptable plans that grow with his clients' needs. In addition to holding the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations, Bryce enjoys sports such as basketball, chess, football, golfing, and tennis, as well as watching movies. His approach involves understanding what matters to clients and their families to assist in pursuing their financial objectives.

Sarah Frimel is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Sarah has a beneficial interest in a family-owned real estate LLC but does not have an active role in its operations. 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 plans, corporations, and charitable organizations.