Plantation, FL N Pine Island Rd Office

Team
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,610

Across 3,249 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

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

Expertise

Tax-loss harvesting Active portfolio management Wealth management

Based on Merrill

Location

600 N Pine Island Rd

Plantation FL 33324

Advisors at this office

9

Advisors at this office

Cameron V

Series 66

Plantation, FL

Merrill

Cameron Viscovich is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2015. He provides clients with wealth management strategies tailored to their short- and long-term financial goals, with a focus on retirement strategies for both businesses and individuals. Cameron offers advice and guidance to businesses regarding their retirement programs and helps clients through the management of new wealth, family wealth strategies, retirement income planning, and socially responsible investing. Cameron holds several professional certifications, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™) designations. He has earned Merrill's Retirement Benefits Consultant and Senior Portfolio Advisor designations. Cameron graduated from Florida International University with a Bachelor of Arts in Asian Studies and obtained a Master of Science in Personal Financial Planning from the College for Financial Planning. He also earned a certificate from Zhejiang University for their Chinese Language Immersion and Culture Program. Beyond his professional work, Cameron has been involved with professional and community organizations, including serving as a former board member of the Young At Art Museum and participating in the NSU Alvin Sherman Library Circle of Friends. His personal interests include camping, chess, drawing, hiking, painting, photography, reading, running, writing, and spending time with his family.

Wealth management Retirement income strategy Social Security optimization Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing
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Emma G

Series 66

Plantation, FL

Merrill

Emma Gurdus is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her background includes roles outside finance, such as working at Orangetheory Fitness and Sicilian Oven. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management

Virgilio N

Series 63, Series 65

Plantation, FL

Merrill

Virgilio Namnum is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience to his role. He specializes in providing comprehensive wealth management solutions, focusing on domestic, international, and multigenerational families. His professional approach emphasizes thoughtful and determined guidance aimed at long-term financial continuity. Throughout his career, Virgilio has developed expertise in areas such as education planning, family wealth management strategies, international wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and tax minimization. He leverages the resources of Merrill and Bank of America to offer clients personalized, goal-based strategies tailored to their financial needs. Virgilio holds a Bachelor's Degree from Florida International University and a Master of Business Administration (MBA) from Nova Southeastern University. He is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish. Outside of his professional commitments, he enjoys traveling with his family, swimming, and attending sporting events such as baseball and basketball games.

Wealth management Retirement income strategy Retirement withdrawal strategies Multi-generational wealth transfer Cross-border / expatriate tax planning Intergenerational Families

Tiffany F

Series 66

Plantation, FL

Merrill

Tiffany Gallik is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Senior Portfolio Advisor, specializing in creating and implementing investment plans tailored to high-net-worth individuals and their families across the United States. Tiffany collaborates closely with clients, accountants, and attorneys to deliver comprehensive wealth management strategies that encompass estate planning, philanthropy, tax minimization, retirement income, and legacy planning. She manages discretionary custom investment strategies by selecting from a broad range of Merrill model portfolios and third-party investment options. Tiffany joined The Byer Wealth Management Group in 2017 and brings expertise in areas such as education planning, family wealth management, personal retirement planning, and portfolio management services. She holds a bachelor's degree from Florida Atlantic University, where she graduated cum laude with a major in Marketing and a minor in Economics. Additionally, Tiffany holds the Personal Investment Advisor (PIA) designation. Outside of her professional role, Tiffany is involved with organizations including Good Karma Pet Adoption Center and Habitat for Humanity. She resides in Deerfield Beach, Florida, and enjoys boating, pickleball, yoga, and spending time with her family.

Wealth management Retirement income strategy Retirement withdrawal strategies Concentrated stock management Charitable giving & philanthropy Women Professionals
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Peter S

Series 66

Plantation, FL

Merrill

Peter Supel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2023, he worked with the Federal Emergency Management Agency and served in AmeriCorps NCCC FEMA Corps. He also has experience with the Worksite Foundation and St. John's University. 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, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management

Kristina W

Series 66

Plantation, FL

Merrill

Kristina Wagner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in 2016 after graduating from the University of Florida and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Kristina focuses on delivering a comprehensive approach to managing wealth that starts with listening to clients' needs and understanding their goals. Her expertise covers retirement planning, insurance planning, estate planning services, tax minimization strategies, educational funding planning, generational wealth planning, legacy planning, managing new wealth, portfolio management services, and small business strategies. She provides access to investment insights from Merrill and banking services from Bank of America to address clients' financial lives. Outside of her professional role, Kristina is a member of the Junior League of Greater Fort Lauderdale and serves on the Board of Directors of the University of Florida's Alumni Association: Broward County Gators Club. She is also involved with the Jewish Federation of Broward County. Kristina lives in Boca Raton and enjoys yoga, cooking, pottery, spending time with her family, and surfing.

Wealth management General retirement planning General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Women Professionals Women's Finance Established Professionals

Alfredo A

Series 63, Series 65

Plantation, FL

Merrill

Alfredo Aguirre is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in finance in 1998 and joined Merrill in 2006 after working as an engineer managing large construction projects. He and his team provide customized financial strategies and advice, catering to families, business owners, corporate executives, and retirees, with areas of focus including college education planning, retirement income, tax minimization, family wealth management, and liquidity management. Alfredo earned a Bachelor's degree from the University of Florida’s College of Engineering. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. Fluent in English and Spanish, he serves as a member of professional organizations such as Weston Rotary and the Greater Fort Lauderdale Chamber of Commerce. He is actively involved in community organizations including serving on the boards of the Broward Education Foundation and Junior Achievement, and has held leadership roles such as Past Chair of Children's Home Society and Past President of Broward Barracudas. Additionally, Alfredo participates as a Sierra Club Outings Leader, youth coach, and holds multiple leadership roles within Weston Rotary. His personal interests include adventure sports, biking, camping, hiking, rock climbing, running, traveling, reading, yoga, and spending time with his family.

Wealth management Tax-loss harvesting Retirement income strategy Retirement withdrawal strategies Multi-generational wealth transfer Executive Founder/Business Owner Mid-Career Professionals Established Professionals Parents Values-based investing
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Donald T

Series 63, Series 65

Plantation, FL

Merrill

Donald Tollin is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2007, concurrently serving at Bank of America, N.A. since 2011. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Ralph B

Series 63, Series 65

Plantation, FL

Merrill

Ralph Byer is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Merrill since 1982 and concurrently associated with Bank of America since 2009. Outside of his advisory role, he is linked to a family-related money market business used for estate planning purposes. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse range of clients including individuals, high-net-worth clients, and institutional entities.

Tax-loss harvesting Active portfolio management Wealth management
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