McLean, VA Greensboro Dr Office

Team
Updated today
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,558

Across 3,149 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

8300 Greensboro Dr

McLean VA 22102

Advisors at this office

13

Advisors at this office

user avatar

Laura H

Series 63, Series 65, Series 66

McLean, VA

Merrill

Laura Hannon is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC before joining Merrill and Bank of America in 2017. 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 individual, high-net-worth, and institutional clients, utilizing internal Chief Investment Office teams and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Christopher J

Series 63, Series 66

McLean, VA

Merrill

Christopher Johnston is a financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2009 and also has a long tenure with Bank of America, N.A. outside of his advisory role, he serves as a power of attorney for his elderly godmother and as the personal representative for the estate of his godfather. Additionally, he is the managing member of Calm Ventures, LLC, a family investment vehicle. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and focuses on managed account and manager-selection capabilities, with an emphasis on tax-efficient strategies and extensive program options.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Dessie N

Series 63, Series 65, Series 66

McLean, VA

Merrill

Dessie Nash is a financial advisor at Merrill with 20 years at the firm and 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he operates a sole proprietorship as an independent business owner with Amway. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

George S

Series 63, Series 66

McLean, VA

Merrill

George Swygert Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital One for six years before joining Merrill in 2018. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Tax-loss harvesting Active portfolio management Wealth management
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Marc B

Series 66

McLean, VA

Merrill

Marc Broderick is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2013. 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 institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Ashley C

Series 66

McLean, VA

Merrill

Ashley Chery Mars is a financial advisor with Merrill in McLean, VA, holding a Series 66 designation and 14 years at Merrill since 2012, with four years of industry experience. Outside of her advisory role, she manages Wealthy Wisdom, a career and social media coaching business, providing coaching through network gatherings and virtual consultations. She is also the owner of Cerveau, an event venue space in Washington, DC. 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, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Evan R

Series 66

McLean, VA

Merrill

Evan Rowland is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, U.S. Trust. 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 model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

James H

Series 63, Series 66

McLean, VA

Merrill

James Hubbard is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Bank of America, N.A. and Merrill since 2013. 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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Zanelle D

Series 63, Series 66

McLean, VA

Merrill

Zanelle Diamond is a financial advisor with Merrill in McLean, VA, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Bank of America and has a background including roles at Johns Hopkins and Boston University. Outside of her advisory work, she manages a Shopify store selling merchandise designed by her daughters and assists with content creation for a minor daughter’s video editing projects on Capcut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for 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 institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Nubia G

Series 66

McLean, VA

Merrill

Nubia Garcia is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Her prior work includes roles at Bank of America and Professional Maintenance. 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, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Dana L

Series 66

McLean, VA

Merrill

Dana Lopez is a financial advisor with Merrill in McLean, VA, holding a Series 66 credential and 10 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Hanan S

Series 66

McLean, VA

Merrill

Hanan Sowwan is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. Prior to his career in financial services, he was employed at Fedex Office and Global Deal Interiors. 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 institutional accounts.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

David L

Series 66

McLean, VA

Merrill

David Lambour is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services for eight years, as well as Branch Banking and Trust Co. for eleven years. 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.

Tax-loss harvesting Active portfolio management Wealth management
View complete list of advisors at this office
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