Lexington, KY W Vine St Office

Mark Wilden is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Lexington, KY. He has over 30 years of experience in wealth management and is a partner with Wilden, Thompson & Associates. Mark provides wealth planning and investment management strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. He holds a Bachelor of Arts degree in Political Science and Business from Duquesne University and has completed education at the Graduate School of Business at Duquesne and the College for Financial Planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute after completing education at the Wharton School of Business, and the Chartered Retirement Planning Counselor (CRPC) certification. Mark is also a qualified Portfolio Manager, offering discretionary portfolio management including personalized or defined strategies involving individual stocks and bonds, model portfolios, and third-party investment strategies. Mark's client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Services for Endowments, Foundations, and Non-profits, Retirement Income, and Sports & Entertainment. He has served as a past board member for the Kentucky Humanities Council. Outside of his professional duties, Mark enjoys basketball, football, and golfing.

Bradley Claycomb is a financial advisor with Merrill in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 various organizations.

Tyler Morton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of Lexington, Houchens Insurance Group, and the University of Kentucky. He also has experience working with St Vincent DePaul. 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 clients, and charitable organizations.

Hope Wilden is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013 and joined Wilden, Thompson & Associates Wealth Management Group in 2015. As a second-generation financial advisor, Hope supports the legacy established by her father and her partner throughout their tenure at Merrill. Her role focuses on providing comprehensive client service, assisting with financial planning and investment management, and collaborating with specialists on retirement planning, insurance, and lending solutions. She also serves as the group's liaison to Bank of America, facilitating unique mortgage and lending opportunities for clients and businesses. Prior to joining Merrill, Hope supported 401(k) plans and provided participant education to prepare plan members for retirement. She continues this work by helping business owners and plan sponsors implement and maintain effective 401(k) strategies. Her expertise covers areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, women and wealth, and retirement income. Hope holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree from the University of Kentucky. Hope participates actively in professional and community organizations such as God's Pantry, Kentucky Endowment for Humanities (where she serves as a board member), Ronald McDonald House, The National Association of Women Business Owners (NAWBO), and The Red Cross. She is also involved with the Lexington Chapter of the Professional Women's Forum, the University of Kentucky Alumni Chapter, and her sorority alumnae group, Alpha Omicron Pi. Outside of work, Hope enjoys spending time with family and friends, engaging in outdoor activities, and following University of Kentucky sports.

Charles Fain is a financial advisor at Merrill in Lexington, KY, holding a Series 66 designation. He has less than one year of industry experience and previously worked at Family Financial Partners and Modern Woodmen of America. Outside of finance, he has been involved with businesses including Paddock Bar and Patio and Sundowns LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Smith is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2015. Outside of her advisory role, she serves as a committee member for Hope for Henry, a nonprofit organization focused on improving hospital care for seriously ill children. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Robert Williams serves as a Wealth Management Advisor with Merrill Lynch Wealth Management in Lexington. He specializes in working with high-net-worth families and individuals, guiding them through wealth management, retirement planning, tax strategies, and major financial transitions. His approach involves coordinating various financial components to create a cohesive plan aligned with his clients' goals and values. With over 20 years of experience, Robert holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's degree from the University of Kentucky. Outside of his professional work, Robert is involved with The Living Arts & Science Center and enjoys activities such as basketball, football, music, running, soccer, swimming, and traveling, as well as spending time with his family.

Courtney Clark is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Courtney worked at PNC Bank and was self-employed before that. 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 various institutional investors.

Sally Butler is a Financial Advisor with Merrill Lynch Wealth Management, providing tailored wealth and business planning services that encompass investments, banking, and lending through Bank of America. She joined Merrill Lynch Wealth Management in 2025 and is passionate about financial literacy, focusing on delivering confidence to clients during pivotal moments in their lives and careers. With over 20 years of experience in financial services and advisory roles, Sally has held senior executive positions in Finance, HR, Corporate Development, and M&A. Her global experience spans the hyper-growth technology, hedge fund, and professional services sectors, including roles at Google, Pershing Square Capital, and McKinsey & Company. She works closely with entrepreneurs, business owners, and their advisors to address complex financial decisions such as business exits, lock-ups, unrealized capital gains, and single-stock concentration. Sally is uniquely positioned to assist clients and their families in managing wealth transfer and promoting financial literacy across generations. Sally earned a Bachelor's Degree from the University of North Carolina at Chapel Hill as a Morehead-Cain Scholar, graduating Summa Cum Laude and Phi Beta Kappa with a degree in Geography. She also holds a Master's Degree with honors in Public Policy from the Kennedy School of Government at Harvard University. Outside of her professional work, Sally resides in Lexington, KY, is a native Texan, and volunteers with Habitat for Humanity. She enjoys travel, long-distance cycling with her husband Mark, and culinary exploration.

Gannon Marshall is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience, previously working at FS Payments and Bank of America, N.A. Outside of finance, he has been involved with the United Way of the Bluegrass. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Julio Levisohn is a Financial Advisor at Merrill Lynch Wealth Management. He works with successful professionals, business owners, affluent families, and individuals approaching retirement to provide clarity, confidence, and coordination in their financial lives. His role involves integrating investment management, retirement planning, tax-aware strategies, and wealth planning into cohesive approaches tailored to his clients' goals and values. Levisohn's expertise includes family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. He helps clients organize and simplify their financial lives, build and preserve long-term wealth, create retirement income strategies, and coordinate planning with other trusted professionals. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Levisohn earned a Bachelor's Degree from the University of Kentucky and a Master of Business Administration (MBA) from the University of Phoenix. He is bilingual in Spanish and English. His community involvement includes participation with organizations such as Make a Wish, Meals on Wheels, and The Humane Society.

Travis Musgrave is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 1990. He leads Musgrave Dunn & Associates, a team that provides customized wealth planning and financial services focused on sophisticated, goals-based strategies for high net worth families and institutions. Travis collaborates with clients to address complex financial objectives including portfolio management, tax minimization, retirement income, and legacy planning. With more than 27 years of experience, Travis has earned recognition as one of Barron's "Top 1,200 Financial Advisors" from 2009 through 2025 and has been listed on Forbes' "Best-in-State Wealth Advisors" from 2018 through 2025. His expertise spans areas such as investment strategy, retirement planning, and endowment services. He holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC), among others. Travis earned a bachelor's degree in accounting and finance from the University of Kentucky and has completed graduate work in portfolio theory. He is active in the community, serving as a board member of Camp Horsin' Around and the Blue Grass Community Foundation. Outside of his professional commitments, he enjoys activities such as adventure sports, boating, golf, music, reading, skiing, surfing, traveling, yoga, and spending time with his family.

Logan Watts is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and at Bank of America, N.A. since 2024. Prior to his financial services career, he spent five years at Toyota Motor Manufacturing in Kentucky. 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.

Jessica Schmidt is a financial advisor with Merrill in Lexington, KY, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill since 2008 and is currently associated with Bank of America, N.A. since 2023. Schmidt serves as a council member for the Shriners Lexington Corporate Council, focusing on fundraising for Shriners Children's Hospital. 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 and profit-sharing plans, corporations, and charitable organizations.

Sarah Gregory is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.