Jersey City, NJ Washington Blvd Office

Mathew Santos is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016, alongside his tenure at Merrill beginning in 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eileen O'Donnell is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011. 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.

Kimberly O'Connor is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 65 licenses. 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.

Brian Hessemer is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Jeannine Gaeta is a Series 66 licensed financial advisor at Merrill with 13 years of industry experience, all spent at Merrill since 2013. She also works as a consultant for Isagenix International, a company focused on nutritional products and supporting a healthy lifestyle. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Pradley Casseus is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities, LLC. Outside of his advisory role, he co-manages a rental property. 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, institutions, and nonprofit organizations.

Christina Jasko is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Outside of her advisory role, she serves as Membership Chair for the Home and School Association at Northern Highlands Regional High School. 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 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.

Sarah Bertot is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she is a co-owner of a family rental property in Hoboken, NJ. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Peter Malafronte is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2012. He serves as a member of the Vestry at Calvary Episcopal Church in Summit, NJ. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, utilizing model-based and discretionary investment strategies.

David Edgar is a financial advisor at Merrill with 41 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Southwest Securities/Hilltop Securities for 11 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Melanie Hagemann is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her background includes roles at several retail and service companies before joining Merrill in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Julia Santos is a financial advisor with Merrill in Jersey City, NJ, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she is a general partner and one-third owner of an LLC involved in landlord and tenant matters. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Dishawn Miller is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1997. Outside of his advisory work, he serves as an account signor for Calvary Christian Methodist Episcopal Church and is an advisory board member for nonprofit organizations Friends of Mahanaim Haiti and I Dance Because. Miller also assists as a location manager for NBC Universal on the TV show "The Equalizer," providing his home as a potential filming site. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations via model-based and discretionary investment strategies.

Evan Bernat is a financial advisor at Merrill in Jersey City, NJ, with six years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. 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, pension and profit-sharing plans, corporations, and charitable organizations.

James Link is a financial advisor with Merrill in Jersey City, NJ, holding Series 63, 65, and 66 licenses and having 34 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he serves as a trustee for Basking Ridge Presbyterian Church and is a board member of the Money Management Institute. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.