Montgomery, AL Carmichael Rd Office

Beverly Boatwright is a financial advisor with Merrill in Montgomery, AL, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 1988, totaling 38 years with the firm. 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.

Andrea Brown is a financial advisor with Merrill who holds the Series 66 designation and has 19 years of industry experience. Her career includes roles at Morgan Stanley and Bank of America, N.A., where she has worked since 2019. Brown has been with Merrill since 2012. 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, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Jonathan Parker is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients' individual financial goals. He leverages the investment insights of Merrill and the banking and lending services of Bank of America to provide comprehensive support tailored to clients’ changing market conditions. Jonathan holds a Bachelor's Degree from Auburn University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations, reflecting his commitment to the communities he serves.

Sarah Burt is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, previously working at UBS Financial Services from 2006 to 2010. Outside of advising, she is an independent consultant for Rodan + Fields, a direct selling skincare company. 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 both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Nanette Dieguez is a Series 63-registered financial advisor with Merrill in Montgomery, AL, where she has worked since 2014. She has 18 years of experience in the industry. 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.

Cameron Clark is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals prepare to retire with dignity and grace while continuing to support them as their financial goals evolve over time. His client focus areas include legacy planning, managing new wealth, socially responsible and values-based investing, ESG investing, and retirement income. Since graduating from Auburn University with a bachelor's degree, Cameron has gained experience across various facets of the financial services industry, including banking, loan origination, servicing 457b plans, and delivering seminars on personal finance. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Cameron enjoys spending time with his wife and two boys. His personal interests include adventure sports, biking, cooking, music, reading, tennis, and following Auburn football. He also plays guitar and piano, particularly blues, soul, and funk music.

Jeffrey Bogdanovich is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he served in the U.S. Coast Guard from 2015 to 2022 and briefly worked at Infinity Bicycles. 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.

David Brooks is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. He brings to his role over a decade of experience in the financial services industry, having begun his career in 2009. Prior to joining Merrill Lynch, David worked with Vanguard Investment Co. in Charlotte, NC. He focuses on delivering client-centered advice grounded in time-tested principles, assisting individuals, families, and business owners in managing their financial lives with clarity and attentiveness. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, and retirement income. David holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Auburn University, where he and his wife, Candice, both graduated from the College of Business. They live in Auburn, AL, with their three sons, Ward, Emmett, and Lucas. The family emphasizes strong values related to commitment and family, and they are members of First Baptist Church Opelika. Outside of his professional pursuits, David enjoys activities such as golfing, boating, cooking, fishing, football, hunting, music, and spending time traveling with his family.

Jacob Ray is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2013 after completing his Bachelor's Degree from Middle Georgia College in Air Traffic Management. Jacob holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. His professional focus includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. Jacob works with a diverse group of clients across the country to develop financial strategies aligned with their short- and long-term objectives. Jacob and his wife Catherine reside in Montgomery, Alabama with their two children, Hanan and Virginia. The family is active in their local community and participates in organizations such as the Alabama Shakespeare Festival, First United Methodist Church, Montgomery Symphony Orchestra, and Saint James School. Outside of work, Jacob's interests include cooking, football, music, reading, running, skiing, and traveling.

Megan Carter is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Merrill since 2020 and previously worked at Alfred Saliba Corporation for four years. Outside of her advisory role, Megan is involved with her church as the director of children's music, working with children from pre-kindergarten through fifth grade. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Beatrous is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized wealth management strategies tailored to their individual financial goals. William leverages the investment insights of Merrill and the banking services and lending solutions offered by Bank of America to provide comprehensive financial guidance. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William earned his High School Diploma from Montgomery Catholic Preparatory. Committed to community involvement, he dedicates time to volunteering with local organizations in alignment with Merrill's tradition of serving the communities it supports.

Erin Cooper is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018, prior to which she spent ten years at CPSI/TruBridge. 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, and institutional investors, combining internal investment teams with third-party managers.

Marty Edge is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds a Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from Auburn University at Montgomery as well as a Master's Degree from Troy University. With over 21 years of experience, Marty specializes in helping clients navigate complex and evolving financial markets. His investment philosophy emphasizes high-quality investments, diversification, and a disciplined focus on long-term objectives. He adapts strategies to reflect changing market conditions, economic cycles, and individual life transitions while maintaining sound investment fundamentals. Marty's approach centers on connecting all aspects of clients' financial lives to prioritize and pursue their most important goals, aiming to build lasting relationships based on trust and long-term success.

Rebecca Devereux is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is based in Montgomery, AL. 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.

Betty Clark is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of finance, she owns a photography business providing services for individuals, families, and events. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using model-based and discretionary strategies developed by internal and third-party managers.