McKinney, TX Tpc Dr Office

Catherine Garcia is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Edward Jones, Thrivent Financial, and Transamerica Financial Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Robert Robles III is Senior Resident Director and Wealth Management Advisor at Merrill, serving as a partner in Barry, Robles & Associates in Dallas, TX. He oversees and coordinates financial affairs for a diverse group of families including company executives, small businesses, medical practices, and other enterprises. Rob and his team provide comprehensive financial recommendations and services ranging from retirement income planning to business sales and estate planning. Rob joined Merrill Lynch Wealth Management in 2004, beginning with the Global Research and Economics Group, and has been a Wealth Management Advisor since 2007. He holds a bachelor's degree from New York University's Stern School of Business and has earned professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). Residing in McKinney, TX, Rob balances his professional role with family life alongside his wife Melissa, their two children, and their Italian Greyhound. Outside of work, he engages in activities such as sailing, clay target sports, car rallies, and endurance races. He is also involved in community organizations such as the 9/11 Day Foundation, Frisco ISD Watch Dogs, and the NJ Mental Health Association.

Adrienne Outman is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked at Bank of America, N.A. since 2019 and at Merrill Lynch Pierce Fenner & Smith 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Snyders is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing customized financial strategies aligned with his clients' unique needs and goals. Since 1989, he has worked with individuals, families, and businesses to address complex wealth management challenges, including college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and socially responsible investing. Jeffrey focuses on building long-term, multi-generational relationships, assisting clients through significant life transitions such as retirement, inheritance, and funding education. With a Bachelor’s Degree from Western Michigan University, Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Drawing on the global resources of Merrill, he emphasizes a personalized, goals-based approach to wealth management, prioritizing open and honest communication to align financial strategies with clients’ personal priorities. Outside of his professional role, Jeffrey’s personal interests include boating, fishing, hiking, running, skiing, and traveling.

James Simpson is a financial advisor with Merrill based in McKinney, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His career includes roles at Bank of America, N.A. and CUSO Financial Services, LP, with over a decade at InTouch Credit Union prior to joining Merrill. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategy types and emphasizes tax-focused investment capabilities, operating within a platform integrated with Bank of America affiliates.

Brian Janus is a Senior Financial Advisor with over 25 years of experience, including 20 years at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. and a Bachelor's Degree in Business from Miami University in Oxford, Ohio. Brian leads a team that includes Financial Advisors Cindy Chaiten and Harvey Rosenberg, as well as Client Associate Jalen Johnson, dedicated to understanding clients' financial objectives and risk preferences. His expertise covers areas such as business succession, retirement planning, saving for college, and legacy building for multi-generational families and business owners. Brian utilizes his firm's strategic and portfolio resources to address complex financial needs and help clients achieve long-term financial goals. Originally from Cleveland, Brian resides in Chagrin Falls with his wife Sarah, three children, and their French Bulldog, Bear. He has been a CYO Basketball Coach and coaches travel basketball in Chagrin Falls, emphasizing discipline, dedication, and teamwork. Outside of work, Brian enjoys golf, pickleball, fitness, traveling, and basketball.

Gregory Welsh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping families, small business owners, and non-profits develop and execute successful financial strategies tailored to their unique goals. His expertise includes corporate executive services, divorce transition planning, family wealth management, philanthropic planning, and socially responsible investing. Mr. Welsh holds the Chartered Retirement Planning Counselor (CRPC) designation and has an educational background that includes a high school diploma from John Marshall High School and studies at Oklahoma State University. He is affiliated with professional and community organizations such as 316 Counseling Centers. Beyond his professional work, Mr. Welsh enjoys baseball, football, golfing, and spending time with his family. He is a lifelong fan of Kansas basketball and Kansas City Chiefs football. His approach centers on uncovering clients' priorities to create strategies that pursue their financial goals while promoting generosity and client best interests.

Allison Tarpley is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in McKinney, Texas. She has been serving clients in the financial advisory field since 1999, leading her own practice within the Merrill Lynch office. Allison and her team focus on delivering wealth management planning, investment advice, and personalized service to clients, prioritizing integrity, hard work, and a client-centered approach. She graduated with a degree in Business Administration from Austin College in Sherman, TX, in 1999 and later earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Allison's professional credentials further include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise encompasses comprehensive financial planning, including education planning, retirement, estate, philanthropic, and socially responsible investing strategies. Outside of her professional role, Allison is involved in her local church community. She enjoys spending time with her husband, Mark, and their two children. Family activities often include supporting their children's sports and enjoying time at their lake house.

Jeffrey Levitt is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Ricky Shamblin is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Merrill since 1993 and has also been affiliated with Bank of America, N.A. since 2009. Shamblin holds a power of attorney role with an entity named J D. S located in Richardson, Texas. 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 a range of model-based and discretionary investment strategies developed by internal and third-party managers.

Daniel Bruns is a Wealth Management Advisor with more than 18 years of experience at Merrill Lynch Wealth Management. He focuses on developing wealth planning roadmaps that account for the risk premium of capital assets, with major client focuses including retirement planning, income generation strategies, interfamily wealth transfers, and financial independence. Daniel's personalized approach involves working closely with clients to understand their values, prioritize life goals, and structure investment strategies that support their financial objectives, aiming to simplify complexity and provide clear, disciplined guidance. Daniel holds several professional designations, including Certified Investment Management Analyst (CIMA), Accredited Asset Management Specialist (AAMS), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). His education includes a Bachelor's degree from the University of North Texas and an Associate's degree from Collin College. He is also a graduate of Leadership Allen Fairview Class 30, reflecting his dedication to community involvement and local leadership. Outside of his professional responsibilities, Daniel enjoys hiking, reading, running, and traveling. He volunteers for local nonprofit organizations and continues to engage in personal and professional learning.

Kevin Robertson is a financial advisor with Merrill in McKinney, Texas, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2000. Outside of his advisory role, he serves on the Scholarship Committee for the Foundation for Allen Schools, where he reviews and interviews scholarship applicants. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies and a roster of manager-constructed strategies, supported by oversight from its CIO and tax-efficient implementation tools, and benefits from integration with Bank of America affiliates.

Robert Mackey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Mackey Brennan Wealth Management Group, a seven-person advisory team dedicated to serving affluent clients including entrepreneurs, business owners, executives, retirees, widows, and families with special needs members. He has been with Merrill Lynch since 1991 and is recognized for his goals-based wealth management approach. Robert also trains and mentors other Merrill advisors across the country. Robert's experience encompasses portfolio management, asset allocation strategies, retirement and estate planning, and facilitating collaboration with clients' legal and tax professionals. His firm focuses on simplifying clients' financial lives and aligning investments with estate planning strategies to help preserve and grow wealth for families and business owners. He places emphasis on educating clients and the next generation about investments and financial responsibility. He holds a Bachelor of Science degree in Economics and Finance from Spring Hill College. Professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert is involved in his community through service on the boards of John Paul II High School, Mother Teresa Catholic School, and The Catholic Foundation in Dallas. He resides in Parker, Texas, with his wife and three children. Outside of work, his personal interests include hiking, running, traveling, and spending time with family.

Taryn Watson is a Financial Advisor with Merrill Lynch Wealth Management. She has dedicated the past 12 years to the financial services industry, developing expertise in personalized wealth management and building strong client relationships. Taryn focuses on understanding her clients' families, financial situations, and priorities to create customized financial strategies that adapt to changing needs and market conditions. Her approach incorporates access to investment insights from Merrill and banking and lending solutions from Bank of America. Taryn’s areas of client focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA) and earned her bachelor's degree from the Oklahoma State University System. Outside of her professional work, Taryn enjoys golfing, interior decorating, painting, and swimming. She approaches her role with a commitment to accessibility, knowledge, and understanding, working one-on-one with clients to develop financial strategies aimed at achieving their long-term goals.

Muralidharan George is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their personal priorities and financial goals. His approach involves developing tailored strategies that address a variety of needs, such as retirement planning, funding education, and managing unexpected expenses. He emphasizes simplicity and transparency in wealth planning, aiming to make the process accessible and aligned with each client's unique circumstances. Mr. George holds a Personal Investment Advisor (PIA) designation and has earned a Master's Degree, an MBA, both from Wayne State University, as well as a Bachelor's Degree from Bharathiar University. Proficient in multiple languages including English, Hindi, Tamil, Telugu, Kannada, and Malayalam, he is positioned to serve a diverse client base. He is affiliated with Merrill Lynch Wealth Management as his primary professional organization.