Morristown, NJ 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
Morristown NJ
Advisors at this office
2
Advisors at this office
Jacqueline B
Series 66
Morristown, NJ
Merrill
Jacqueline Bond Lasher is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in June 2011 and focuses her career on comprehensive wealth planning strategies designed to help clients align their financial lives with their goals, priorities, and risk appetites. Jacqueline’s expertise includes college education planning, legacy planning, retirement income, tax minimization, portfolio management, and socially responsible investing, among other areas. She works one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Jacqueline graduated with honors from Randolph-Macon College in Ashland, VA, earning a degree in economics/business and philosophy with a minor in ethics. In 2014, she obtained her CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planning Board of Standards, Inc. Jacqueline combines a long-standing interest in financial markets with a commitment to building enduring client relationships. She has a particular focus on educating women and peers about the benefits of long-range wealth management and simplifying complex wealth management topics. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Morristown, NJ, Jacqueline is active in her community and serves as a board member of the Madison, NJ Branch of the American Association of University Women (AAUW) and her sorority's alumnae chapter. She participates in community volunteer activities and enjoys spending time with her family, cooking, playing pickleball, practicing yoga, and spending time at the beach.
Brian D
Series 63, Series 65
Morristown, NJ
Merrill
Brian Deblinger is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Merrill in 2020, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 through 2020. 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, pension plans, corporations, and charitable organizations.
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