Manzanita, OR Office
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Merrill
Institution
Firm-wide stats for Merrill
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
Location
Manzanita OR
Advisors at this office
2
Advisors at this office
Amy S
Series 63, Series 65
Manzanita, OR
Merrill
Amy Spurr is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career on Wall Street as an Associate at NatWest Bank, specializing in credit and foreign exchange. Following the completion of her M.B.A., Amy joined Merrill in 1998, where she served as a Managing Director in Capital Markets, advising corporations on financings and balance sheet management. In 2010, Amy transitioned to Merrill Lynch Wealth Management, focusing on advising high net worth clients on wealth management strategies aimed at achieving their long-term goals. She holds a B.A. from James Madison College at Michigan State University and an M.B.A. from the Darden Business School at the University of Virginia. Amy also holds the professional designations Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Amy and her husband, David, live in Oregon with their two children.
David S
Series 63, Series 66
Manzanita, OR
Merrill
David Spurr is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been associated since 2014. He has extensive experience in financial advisory, with a background that includes significant roles in investment banking and legal practice. Before joining Merrill Lynch, David was Managing Director and Global Head of the Liability Management Group within the Investment Banking Division at Goldman, Sachs & Co, where he advised corporations on balance sheet optimization and the financial, tax, and accounting aspects of debt restructuring. David's prior experience includes positions at Credit Suisse and a legal career at Davis Polk & Wardwell, following a clerkship with the Honorable Lewis Kaplan of the U.S. District Court for the Southern District of New York. Additionally, he worked in investment banking at Salomon Brothers before attending law school. He earned his A.B. with honors from Dartmouth College in 1993 and his J.D. with honors from the University of Virginia School of Law in 1998, where he served as Managing Editor of the Virginia Law Review. David holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, David contributes to community and environmental efforts by serving on the Board of Columbia Riverkeeper and has previously served on the Board of Ecotrust Finance.
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