Orlando, FL 300 S Orange Ave Office

Sami Guindi is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management, serving as a partner with The MSG Wealth Management Group in Orlando, Florida. In this role, he focuses on integrating all aspects of clients' financial lives to help them pursue their most important goals. By leveraging Merrill's resources and specialists, as well as managing clients' personal and business banking services through Bank of America, he designs customized strategies to grow, preserve, and distribute wealth efficiently with regard to costs and taxes. Sami began his career in this capacity in 2015 and brings expertise in wealth management planning, emphasizing a dynamic process that adapts to the evolving financial landscape. He aims to relieve client stress, save time, and make confident adjustments suitable to individual financial situations regardless of age, wealth, experience, or complexity. He holds a Bachelor's Degree in Finance from the University of Central Florida and has earned the Personal Investment Advisor (PIA) designation. Sami is based in Orlando, Florida.

Bradford Malloy is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and introduces them to solutions offered through Merrill and Bank of America. His approach focuses on empowering clients with the knowledge and tools needed to manage their financial lives effectively. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Mercer University. Bradford's professional philosophy centers on helping clients identify what matters most to them and their families to develop strategies that pursue their financial goals.

Gretell Romero Rosa is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with 11 years at the firm and one year of industry experience. Outside of her advisory role, she is the owner of a small rental property business. 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 strategies for a range of individual and institutional clients.

Khristian Soto Sanchez is a Financial Advisor based in Orlando, serving clients in Clermont, Central Florida, and Puerto Rico. He holds certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His expertise includes exit and transition planning for business owners, focusing on preparing the owner, the business, and the family for liquidity events well in advance. He provides wealth management services geared towards families seeking to understand the reasoning behind each financial decision. Khristian collaborates with CPAs, attorneys, and other specialists to ensure cohesive financial planning. Khristian is fluent in English, Spanish, and Portuguese. He obtained his Associate's Degree from Valencia College and holds a High School Diploma from Timber Creek High School.

Grace Chehansky is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and CSM Capital Corporation. She serves on the boards of Heart of Florida United Way, Lake Highland Preparatory School Board of Visitors, and the Lake Nona Ladies Association. 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.

James Magee is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on building enduring relationships with individuals, families, and small businesses by providing advice and guidance grounded in time-tested investment and planning principles. James brings experience from prior management roles within a global hospitality company following his graduation from Wake Forest University in 2004, where he earned a Bachelor of Science degree in Business. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. James is involved with the Boys & Girls Clubs of Central Florida and is active in supporting this organization.

Steven Gorman is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has worked at Merrill since 1984 and at Bank of America since 2011. Outside of his advisory role, he is involved in a family-held LLC that manages timeshare rentals. 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 investors.

Yihe Luo is a Financial Advisor affiliated with Merrill Lynch Wealth Management, based in Orlando, Florida. He works closely with individuals and families to understand their financial goals and assist with the development of short-, mid-, and long-term financial plans. Yihe provides guidance on a range of financial matters including family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Yihe holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Fluent in English and Chinese Mandarin, he leverages his cultural understanding to better serve clients from diverse backgrounds, particularly Chinese families. He acts as a resource for general investing, retirement planning, and saving for unexpected expenses, and can facilitate access to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Yihe is actively involved in the Orlando pickleball community and enjoys playing pickleball, skiing, and tennis.

Pedro Lugo is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His career includes positions at Bank of America, Fidelity Investments, MassMutual, Charles Schwab, and Northwestern Mutual Investment Services. 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.

Yolanda Mc Leod Terry is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016, including through its affiliation with Bank of America. She serves as a board member for the Second Harvest Food Bank of Central Florida. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Giamanco is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals, families, and business owners to develop personalized financial plans. His approach involves understanding clients' financial situations, risk tolerance, time horizons, and liquidity needs to help them prioritize and pursue their most important goals. Anthony specializes in areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He began his career with Merrill Lynch Wealth Management in 2019 and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Finance from the University of Central Florida in 2017. Outside of his professional work, Anthony enjoys golfing, traveling with his family, and remains active with the University of Central Florida alumni association. He resides in Conway with his wife, Erica.

John Maxwell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial industry since 1999 and focuses on providing tailored wealth management services to individuals, families, and businesses. John's areas of expertise include college education planning, corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, special needs planning strategies, and individual and corporate investment strategy. He leads a wealth management team that emphasizes exceptional client care and customized strategies aligned with clients' values and complex financial needs. He is a graduate of the University of Florida with a degree in Business Finance. John holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). An Orlando native, he lives in Orlando with his two daughters, Sienna and Karsyn.

Kelly Dwyer is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on helping clients achieve their financial goals through personalized wealth management strategies. Kelly works to preserve and grow clients' current wealth, offering flexible strategies tailored to individual needs. Kelly earned a Bachelor's degree in Finance with a minor in Economics from Wofford College in Spartanburg, South Carolina, where she also competed at the Division 1 level in the Southern Conference for the Women's Basketball team. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In addition to her professional work, Kelly is active in the community as a volunteer with Come Out With Pride Orlando, Embrace Families, and Heart of Florida United Way. She serves as a High School Basketball official and contributes to the Wofford College Terrier Club. Kelly resides in Orlando, Florida.

Viviane Melkonian is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Family First Life, NYLIFE Securities LLC, New York Life Insurance Company, and Walt Disney Parks and Resorts U.S., Inc. Outside of her advisory work, she has been involved with Shield General Services LLC since 2021. 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 institutional investors.

Samuel Mattei is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping high-net-worth families and business owners develop goals-based wealth planning strategies. He focuses on areas including Family Wealth Management, International Wealth Management, and Sports & Entertainment. Fluent in English, Portuguese, and Spanish, he assists clients with complex financial considerations across borders. With over a decade of experience, Mr. Mattei works closely with business owners and individuals to align their financial resources with their long-term ambitions. He aims to bring clarity to financial complexity, preserve wealth, and create opportunities for clients and the causes important to them. His expertise encompasses wealth planning that extends beyond traditional investing, addressing transitions, legacy planning, and international interests. Mr. Mattei holds a Master of Business Administration from Universidade Pitagoras Unopar, a Bachelor's Degree from the same institution, an Associate's Degree from Universidade Do Sul De Santa Catarina, and a High School Diploma from Escola de Ensino Medio Sarandi. He has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His personal interests include fishing, golfing, music, soccer, and tennis.