Ocean City, MD Office

Dahri Jahn is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with business owners to help secure their wealth and maximize the value of their exit strategies. Dahri and his team utilize Merrill's Proprietary Financial Modeling Tool, the Personal Wealth Analysis, to assist clients in planning for business transitions, advanced tax mitigation, philanthropic planning, and protecting their family wealth. Dahri's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University System of Maryland with a Bachelor's Degree and resides in Bethesda, MD. Dahri's personal interests include hiking, reading, running, and traveling.

Lucas Holmes is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized wealth management strategies tailored to their financial goals and changing market conditions. Lucas specializes in areas including college education planning, equity compensation services, legacy planning, portfolio management, and tax minimization. He works closely with clients navigating career transitions, providing guidance on workplace benefits, retirement accounts, and investment strategies to align with both short-term priorities and long-term objectives. He holds a Bachelor's Degree from Salisbury University and the Personal Investment Advisor (PIA) designation. Lucas is active in professional organizations such as the Greater Ocean City Chamber of Commerce and the Salisbury Chamber of Commerce, and participates in community activities including Relay for Life. Outside of work, he enjoys baseball, basketball, and golfing.

William Mustin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1996 after building and selling a contracting company. His background includes a lifelong interest in investing, which started in high school. William’s areas of focus include executive compensation, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. He prioritizes cultivating close relationships with clients to address their financial goals related to lifestyles and legacies. William holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from Arundel College. Outside of work, William resides in Bel Air, Maryland with his wife, Melissa. He enjoys spending time outdoors fishing, hunting, cycling, and woodworking. He is involved in supporting Shriner’s Children’s Hospital and other non-profit organizations.

Joseph Wilson is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1991, concurrently affiliated with Bank of America since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates and a comprehensive capital-markets platform.

John Kilian is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Merrill since 2008 and at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a committee member on the board of directors for the Salisbury Symphony Orchestra, a charitable organization. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage and custody services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-efficient strategies, and multiple program types that accommodate both client and advisor discretion.

Michael Truitt serves as a Senior Resident Director with expertise in financial advisory services. He has been active in the financial services industry since 1982, providing advice and guidance to individuals, small businesses, and non-profit organizations. His approach emphasizes the interrelation of financial decisions and their potential impact on overall financial status. Mike holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. He also is a Certified Plan Fiduciary Advisor. He earned a Bachelor of Arts degree in U.S. History from the University of Maryland at College Park in 1982 and entered the securities business immediately thereafter. He resides in Bishopville, Maryland with his wife Beth. Mike serves as a Trustee of Worcester Preparatory School and is involved with the Community Foundation of the Eastern Shore and the Links at Lighthouse Sound Golf Course. His professional affiliations include memberships with the Community Foundation of Eastern Shore and the Salisbury Lions Club.

Anna Newton serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She works collaboratively with clients to develop personalized financial strategies aimed at pursuing their long-term goals. In her role, Anna provides access to investment insights from Merrill and the banking and lending solutions of Bank of America to support flexible wealth management approaches aligned with clients' needs. Anna has been recognized for her expertise in the industry, having been named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list and the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Anna earned her Bachelor's Degree from High Point University. Committed to community involvement, Anna participates in local volunteer organizations and serves on the Board of Trustees for Wor-Wic Community College, continuing the Merrill tradition of community engagement.

Zachary Newton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2016 after transitioning from the Energy Procurement Industry. Zach partners with clients to develop personalized, goals-based financial plans that address a broad range of needs, including family wealth management, retirement income strategies, legacy planning, liquidity management, tax minimization, and small business strategies. Zach holds a Bachelor of Arts degree in Political Science from Salisbury University and has earned the CERTIFIED FINANCIAL PLANNER® designation from The Certified Financial Planner Board of Standards, Inc., supporting his commitment to comprehensive lifetime financial planning. He is also a Personal Investment Advisor (PIA). In addition to his professional work, Zach serves as a board member for the Ocean City Light Tackle Club and the Ocean City Surf Club. He has volunteered with the Ocean City Chamber of Commerce Young Professionals and the United Christmas Spirit Campaign. Zach resides in Bishopville, Maryland, with his wife and business partner, Anna, and their two children.

John Kilian Jr. is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He previously worked at Grand Hyatt Washington before joining Merrill and Bank of America, where he has been since 2017 and 2018 respectively. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm combines multiple program strategies with oversight from its CIO and platform, leveraging its affiliation with Bank of America to support a wide range of trading, lending, and capital-markets activities.

John Arrington is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, Atlantic Plastic Surgery, and University of Maryland. 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 and profit-sharing plans, corporations, and charitable organizations.

Timothy Lund is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2003, Tim has developed and implemented integrated wealth strategies to assist clients in growing, preserving, and transferring their wealth. He focuses on affluent individuals and uses a goals-based planning model to identify client objectives, organize affairs, and prioritize tasks, offering customized financial strategies and consistent communication. Tim's areas of expertise include financial analysis, asset allocation, retirement projections, net-worth reporting, education funding, trust and estate planning, long-term care strategies, and a tax-sensitive approach that considers the interconnected nature of investments, wealth transfer, and charitable initiatives. He emphasizes personal retirement planning, portfolio management, tax minimization, and retirement income in his client relationships. Tim has been in the financial services industry since 1999 and previously worked with Banc of America Investment Services as well as in banking and insurance. Timothy Lund holds a high school diploma from Loyola Blakefield and a bachelor's degree from the University of Delaware. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He and his wife reside in the Fenwick Island area, where he enjoys golf, skiing, and reading in his free time.

Patrick Sears is a Senior Financial Advisor with The Truitt Team at Merrill Lynch Wealth Management, joining the firm in 2016. He collaborates closely with clients to develop a comprehensive understanding of their individual situations, helping them make informed financial decisions aligned with their goals. Patrick contributes to business development within the team and seeks continual improvements in client service by maintaining open communication and providing regular updates on performance and financial adjustments. Born and raised in Maryland, Patrick earned his Bachelor’s degree from Salisbury University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He specializes in areas such as college education planning, corporate retirement plan services, divorce transition planning, family wealth management, legacy planning, and retirement income strategies. Patrick resides in Bishopville, Maryland, and is a member of Glen Riddle Golf Club in Berlin. Outside of his professional work, he enjoys adventure sports, football, golfing, surfing, and traveling.