Las Cruces, NM 425 S Telshor Blvd Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

7

Of 25,448 advisors across 3,098 offices

Location

425 S Telshor Blvd

Las Cruces NM 88011

Advisors at this office

7

Advisors at this office

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Tarkeshwar S

Series 66

Las Cruces, NM

Merrill

Tarkeshwar Singh is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has worked at Bank of America N.A. since 2024 and has been with Merrill since 2022. Singh is also involved with Transmarket Group LLC, where he has worked since 2010. 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 institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Oscar C

Series 63, Series 66

Las Cruces, NM

Merrill

Oscar Camarero is a financial advisor with Merrill and holds Series 63 and Series 66 designations. He has 19 years of industry experience and has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a co-owner of family rental properties in El Paso, Texas, and Chula Vista, California. Merrill 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 institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Sharon T

Series 66

Las Cruces, NM

Merrill

Sharon Trujillo is a Series 66–licensed financial advisor with Merrill in Las Cruces, NM, with 21 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1999. 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 for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management

Sheryl D

Series 66

Las Cruces, NM

Merrill

Sheryl Duran is the Resident Director at Merrill Lynch, where she serves as the relationship manager on the JD & Associates team, providing wealth management services tailored to client goals and priorities. She brings her clients simplicity in financial planning by identifying their unique concerns and developing long-term strategies. Sheryl's expertise includes college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, special needs planning strategies, women and wealth, and retirement income. Sheryl began her career in financial services in 2003 in banking and transitioned to investments in 2006. She joined Merrill Lynch Wealth Management in 2015. Her process involves collaboration with other dedicated professionals to enhance client success. Sheryl holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her high school diploma from Ramona Convent Secondary School and attended Western New Mexico University and New Mexico State University without completing a degree. Born and raised in Southern California, Sheryl moved to New Mexico in 1995 and calls Las Cruces her home. Outside of work, she enjoys camping, cooking, hiking, knitting and crocheting, music and singing, traveling, and spending time with her husband, Paul, their two sons, and their pug. Sheryl and her family are active in community involvement, participating in organizations such as Boy Scouts, Catholic Charities of Southern New Mexico, United Way, and others, and support local small businesses and the Las Cruces community.

Wealth management Family Business General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Women Professionals Women's Finance Parents Married/Couples/Partners

John J

Series 66

Las Cruces, NM

Merrill

John Jacobs IV is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1985. In his role, he acts as the lead investment strategist and director for the JD & Associates teams. John is a Senior Portfolio Manager with qualifications to manage personalized investment strategies on a discretionary basis, drawing from individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. John's expertise spans a wide range of client focus areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, portfolio management, special needs planning strategies, tax minimization, and retirement income. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Portfolio Manager (CPM), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's and Master's degrees from New Mexico State University and is involved in various professional organizations such as the Southern New Mexico Estate Planning Institute and the Dyslexia Institute. John is active in community involvement with organizations including the Dyslexia Institute, Gospel Rescue Mission, Junior Achievement, and Tutti Bambini. He dedicates personal time to family and outdoor pursuits, enjoying activities such as watersports, rodeo events, and other sports.

Wealth management Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Parents

John J

Series 63, Series 65

Las Cruces, NM

Merrill

John Jacobs III serves as a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since 1985. He functions as the lead investment strategist and director for the JD & Associates teams, leveraging his position as a specially qualified Senior Portfolio Manager to manage personalized and defined investment strategies on a discretionary basis. His work encompasses a broad range of client focus areas including college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and retirement income. John holds a Bachelor's and Master's Degree from New Mexico State University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Portfolio Manager (CPM®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also affiliated with professional organizations such as the Southern New Mexico Estate Planning Institute and the Dyslexia Institute. Outside his professional commitments, John is an active community leader in Las Cruces and participates with organizations including the Dyslexia Institute, Gospel Rescue Mission, Junior Achievement, and Tutti Bambini. He spends time with his wife Kelly and their three children and engages in personal interests that include adventure sports, boating, football, horseback riding, ice hockey, pickleball, surfing, swimming, and traveling.

Wealth management Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy
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Echo M

Series 66

Las Cruces, NM

Merrill

Echo Mc Neill is a financial advisor at Merrill in Las Cruces, NM, holding a Series 66 designation with 21 years of industry experience. Her career includes roles at UBS, RBC Capital Markets, Ameriprise, and a period of self-employment before joining Merrill and Bank of America in 2026. 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 provides 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
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