Naples, FL 4912 Tamiami Trl E Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

3

Of 25,478 advisors across 3,094 offices

Location

4912 Tamiami Trl E, Ci Client Management

Naples FL 34113

Advisors at this office

3

Advisors at this office

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Peter D

Series 63, Series 66

Naples, FL

Merrill

Peter Dutcher is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill Lynch Pierce Fenner & Smith Inc. since 2012, as well as Bank of America, N.A. since 2022. Outside of his advisory role, he works part-time as a rideshare driver for Uber and Lyft. 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 individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Christopher Martin R

Series 66

Naples, FL

Merrill

Christopher Martin Rodin Sierra is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he worked at Bank of America, N.A., and has a background that includes roles in education and service industries. Outside of his advisory work, he is employed part-time as a delivery driver for a transportation company. 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 Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Omar A

Series 66

Naples, FL

Merrill

Omar Alcazar is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. 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
View complete list of advisors at this office
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