Jonesboro, AR Browns Lane Access Rd Office

Team
Updated today
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,545

Across 3,141 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.

Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).

Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.

Based on Merrill

Expertise

Tax-loss harvesting Active portfolio management Wealth management

Based on Merrill

Location

2000 Browns Lane Access Rd

Jonesboro AR 72401

Advisors at this office

8

Advisors at this office

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Amber W

Series 66

Jonesboro, AR

Merrill

Amber Wyatt is a Series 66-licensed financial advisor with Merrill, based in Jonesboro, Arkansas. She has 10 years of industry experience and has been with Merrill since 2014. 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 plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

J W

Series 63, Series 65

Jonesboro, AR

Merrill

J Williams is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2008, concurrently serving Bank of America since 2011. He is a board member of the Tower Park Estates Property Owners Association in Jonesboro, Arkansas. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pensions, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management

Susan N

Series 63, Series 65

Jonesboro, AR

Merrill

Susan Naylor is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies, leveraging Merrill’s extensive investment insights and Bank of America’s banking and lending solutions to help clients pursue their long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, retirement planning, philanthropic planning, and wealth management for women. Susan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both her bachelor's and master's degrees from Arkansas State University and completed her high school education at McClellan High School in Little Rock, AR. In addition to her professional work, Susan is involved in community activities and volunteers with organizations such as Altrusa International of Jonesboro. She is also associated with the Arkansas State University Women's Leadership Center. Outside of work, she enjoys painting, spending time with her family, and watching movies.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy Women Professionals Women's Finance Parents
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Jesse F

Series 66

Jonesboro, AR

Merrill

Jesse Ford is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), highlighting his professional qualifications in the financial advisory field. Jesse earned a Bachelor's Degree from Hendrix College and completed a Master of Business Administration (MBA) from the University of Arkansas System. His educational background supports his expertise in financial planning and investment management.

Wealth management General retirement planning Income planning
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Samantha R

Series 66

Jonesboro, AR

Merrill

Samantha Rutherford is a Series 66 licensed financial advisor with Merrill, based in Jonesboro, AR, and has four years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Tax-loss harvesting Active portfolio management Wealth management

Stacey H

Series 63, Series 65

Jonesboro, AR

Merrill

Stacey Harral serves as the Senior Resident Director at Merrill, where she leads a six-person all-female team known as The Harral Group. With over 28 years of experience in wealth management, she specializes in family wealth management strategies, legacy planning, personal retirement planning, and financial planning for women as well as clients in sports and entertainment. Stacey directs the team's Jonesboro, Eastern Arkansas location. Stacey joined Merrill in 2006 after a decade at Morgan Stanley. Her expertise encompasses financial and investment-based strategies as well as estate and wealth transfer issues. She holds a Bachelor's degree from Arkansas State University and a Master's degree from the University of Arkansas at Little Rock. Stacey also holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, Stacey participates in community service through organizations such as Habitat for Humanity. Outside of work, she enjoys baseball, cooking, running, and spending time with her family, including her husband, Dr. Russ Harral, and their two children, Emily and Russell.

Wealth management General estate planning guidance Multi-generational wealth transfer Women Professionals

Steve H

Series 66

Jonesboro, AR

Merrill

Steve Hubbard is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). Steve earned his Bachelor's Degree from Arkansas State University. His professional focus includes providing financial advice and wealth management services to clients.

General retirement planning Retirement income strategy Income planning
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Tiaan S

Series 66

Jonesboro, AR

Merrill

Tiaan Steenkamp is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients identify their financial goals and developing strategies tailored to their personal and family needs. Tiaan holds the Professional Investment Advisor (PIA) designation, underscoring his commitment to professional standards in investment advising. He earned both his Bachelor's Degree and his Master of Business Administration (MBA) from Arkansas State University.

Wealth management Financial Professional
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